Jodi Deldon
My feedback
21 results found
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30 votes
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221 votes
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Jodi Deldon
supported this idea
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138 votes
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1,407 votes
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103 votes
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Jodi Deldon
supported this idea
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511 votes
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83 votes
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155 votes
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382 votes
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79 votes
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Jodi Deldon
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1,855 votes
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An error occurred while saving the comment An error occurred while saving the comment Jodi Deldon
commented
Review Dates
The automatic update is confusing. But what makes this system even harder to use it that "First Review Date" which we use as last review date is not sort able anywhere. You should be able to get a report of that date so you could know if a client hasn't been in for a while. You should also be able to simply put in a month for client review, though it looks like you can enter "each January" it then prompts you that you haven't chosen a specific day or week. The process of using the review tool was one of the features we thought would be great in Redtail and it functionality is aggravating to say the least!Jodi Deldon
supported this idea
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59 votes
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Jodi Deldon
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296 votes
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87 votes
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21 votes
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Jodi Deldon
supported this idea
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251 votes
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392 votes
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285 votes
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Jodi Deldon
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104 votes
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Jodi Deldon
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803 votes
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Jodi Deldon
supported this idea
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Review report is useless! We need a report of clients due in a month and those that are overdue. Not being able to filter on those criteria makes it impossible to use. Reviews in general are dealt with totally inappropriately in a software that is designed for financial offices. The Review date that is seen on the client's profile should be the last review, it should be simple to mark clients as a quarterly, bi-annual or annual review, I don't know about you but we don't meet with client's weekly, not do I need to meet with them on the exact same day every year! Redtail clean this up, make this the best feature of your software instead of the worst!