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1. Create a Client Review at the Household Level

   114 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Apr 26, 2017  ·  Delete…

   When updating a client review date, can you have a link right to the spouse that opens directly to their client review date page?

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   Anonymous supported this idea  ·  Apr 26, 2017

2. Make it possible to change a client's next review date without changing first review date!

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   35 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!

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   Anonymous commented  ·  Feb 17, 2015  ·  Delete…

   Two improvements related to client review dates.
   1. Is there a way the client review date can be updated after the client actually comes in. For example if their review date is set for 1/15/15 annually but they don't actually come in until 2/25/15, is it possible that redtail would just update the next review date to be 2/25/16?
   2. The client review dates show up on the calendar as all day events. Is there a way after the appointment is set to close out the client review as if it were a task so that particular one doesn't show up on the calendar anymore. I know you can hide all client reviews, but I would just like to close out that one once it is scheduled.

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   Anonymous supported this idea  ·  Feb 17, 2015