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1. "significant other, fiancee

   59 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Khader Yanni commented  ·  Jun 9, 2022  ·  Delete…

   Submitted a vote on behalf of User Krista Hayes.

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   Khader Yanni supported this idea  ·  Jun 9, 2022

2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,855 votes

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   131 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Khader Yanni supported this idea  ·  Apr 20, 2022