Brandy Randall
My feedback
3 results found
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41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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130 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!
Brandy Randall
supported this idea
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571 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 Brandy Randall
supported this idea
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You should be able to manually put in First Review Date (which you can) and manually put in Next Review Date (if you have First Review Date set to "repeat never"). I was very disappointed to see that I could not just manually put in the Next Review Date. Now I am having to create custom UDF's that say "First Review Date" and "Next Review Date" just so that i can get the dates on the same screen and be able to manually input like I want. I can still run my reports for UDF's, but it does not show next review on the "TODAY" page on on the ciient's "CONTACT" page like it would if I could just manually put both on the Know Your Client section.