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1. There should be three editable options under client review:

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   2 comments  ·  Redtail CRM » Know Your Client  ·  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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   Mark Dunbar commented  ·  January 21, 2020  ·  Delete…

   It would also be great to show these three options at the top of the screen. Also have the system see that an activity type called "review" populate these dates automatically.

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   Mark Dunbar supported this idea  ·  January 21, 2020

2. Zimbra

   359 votes

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   43 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Mark Dunbar supported this idea  ·  January 08, 2018