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1. Automations: Make the Know your Client Review Date a Trigger Event

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   34 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!

   Beth Christopher supported this idea  ·  Feb 4, 2015
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   Beth Christopher commented  ·  Feb 4, 2015  ·  Delete…

   In the Client review area, an option could be available for an 'Update/complete' function and also an area to write notes regarding that particular review.

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