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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   131 comments  ·  Redtail CRM » Client Reviews  ·  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!

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   Lydia Newby commented  ·  Dec 7, 2017  ·  Delete…

   Yes! Right now I use Appointments because they have more flexibility than the Client Review reminders. It would be also wonderful if we could add notes to the review reminders.

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   Lydia Newby supported this idea  ·  Dec 7, 2017