Anonymous

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2 results found

  1. Create a Client Review at the Household Level

    114 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

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

    Anonymous supported this idea  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    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.

    Anonymous supported this idea  · 

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