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Nathan Burcham

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My feedback

3 results found

  1. "Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred

    12 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Nathan Burcham shared this idea  · 

  2. Client Review Dates

    28 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Nathan Burcham commented  · 

    Just spoke with Redtail regarding this issue. Still nothing. I see similar requests to this going back to 2017. Here we are in 2024 and nothing. This is such a huge, obvious deficiency. It doesn't seem like it would be too tough to fix.

    Nathan Burcham supported this idea  · 

  3. client review

    43 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Nathan Burcham supported this idea  · 

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