Ryan Czamara
My feedback
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57 votes
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46 votes
Ryan Czamara supported this idea ·
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165 votes
Ryan Czamara supported this idea ·
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221 votes
Ryan Czamara supported this idea ·
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17 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!
Ryan Czamara supported this idea ·
Our firm, we do a UDF where it is "Most Recent Client Review Year", so at the end of the year, we are able to filter out the clients who did not have a review for that year