Jill
My feedback
3 results found
-
365 votes
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!
An error occurred while saving the comment Jill
supported this idea
·
-
99 votes
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!
Jill
supported this idea
·
-
65 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Jill
supported this idea
·
Add a Last Review date option in the know your client section. Also have on the top bar of the clients page where it shows Next Review, Last Activity etc Have an area that show Last Review Done and be able to print a list of clients by last review date. If we can't easily track this info and access it for compliance uses the date base is not useful if we can't get this information easily.