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Melissa Drummond

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  1. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa Drummond supported this idea  · 

  2. Report that will run last Client Review date

    59 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Melissa Drummond commented  · 

    I would love to be able to add to a custom export the ability to view the last review/meeting date with a client. Last activity shows the last communication but not the last meeting date

    Melissa Drummond supported this idea  · 
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