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1. Automatically update last review date in client review section

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   2 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  ·  Nov 6, 2015  ·  Delete…

   If the client has an appointment on the schedule for a review the reminder no longer shows on the calendar as a reminder. The ability to disable when making an appointment would be an option. Ex. Create appointment do you want to disable the review reminder. But only for that review not all reviews going forward. One time override.

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   Anonymous supported this idea  ·  Nov 6, 2015