Kathy Williams
My feedback
2 results found
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59 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!
An error occurred while saving the comment Kathy Williams
supported this idea
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570 votes
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!
An error occurred while saving the comment Kathy Williams
commented
The first review shouldn't ever changed. However if you called this last review date, that would work. For Example - let's say a new client's 1st review was in 2015 - that would never change. However it could be that their last review was 1/22/18 and then next review is 1/22/19. That's what we would need to know, not that their 1st review was in 2015, which we could find in completed activities if we did need to know it.
Kathy Williams
supported this idea
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We also need to be able to select NA for both review dates, as some clients do not require reviews. And we need to be able to run a report of All Active Clients, showing the Next Review Date for each client, including those where those fields are blank, as those are the ones we most need to know about - who did we miss on scheduling a review and our setting the next review reminder! Currently have to 2 reports, active clients, and review date, and cross check them to see who was missed - very time consuming when you have 600+ clients!