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1. Look up by last meeting held over 180 days.

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Daniel Costa commented  ·  Mar 11, 2022  ·  Delete…

   I previously used another CRM and was able to look up all clients with meetings held over 180 days for scheduling current service meetings. With Redtail, I'm forced to schedule the date and time 6 months out, which much can change. I'd rather run a report on whom I haven't seen in 6 months, then send a global email for appointment scheduling.

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   Daniel Costa shared this idea  ·  Mar 11, 2022