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  1. 91 votes
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  2. 176 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. 154 votes
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  4. 183 votes
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  5. 225 votes
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  6. 335 votes
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  7. 52 votes
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  8. 53 votes
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  9. 105 votes
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  10. 108 votes
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  11. 76 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. 803 votes
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  13. 1,855 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    It's super frustrating when you have to go into a client review date to change a date or have a date drop off the calendar because it rolls to the next date. It would be nice to select the first meeting date and then select whether you want to see the client monthly, quarterly, semi-annually, or annually. Moreover, it would be great to have the review reminders stay on the calendar until you've somehow acknowledged that the review reminder can completed.

  14. 790 votes
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  15. 258 votes
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  16. 292 votes
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  17. 398 votes
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  18. 334 votes
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  19. 547 votes
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  20. 886 votes
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