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makenna

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7 results found

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna supported this idea  · 

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

    75 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna supported this idea  · 

  4. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna commented  · 

    an option to check a box when updating a clients last review date to also update the spouse would be very time saving

    makenna supported this idea  · 

  5. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

    16 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    makenna supported this idea  · 

  6. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna supported this idea  · 

  7. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    makenna supported this idea  · 

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