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  1. 85 votes
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  2. 169 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. 154 votes
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  4. 174 votes
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  5. 225 votes
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  6. 452 votes
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  7. 332 votes
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  8. 52 votes
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  9. 50 votes
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  10. 102 votes
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  11. 108 votes
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  12. 73 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. 782 votes
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  14. 1,271 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.

  15. 774 votes
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  16. 468 votes
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  17. 254 votes
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  18. 570 votes
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  19. 292 votes
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  20. 394 votes
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