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1. Automations: Make the Know your Client Review Date a Trigger Event

   756 votes

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   32 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!

   Caroline supported this idea  ·  June 27, 2018

2. Add Additional Fields to the Client Review Section

   345 votes

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   17 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!

   Caroline supported this idea  ·  June 27, 2018
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   Caroline commented  ·  June 27, 2018  ·  Delete…

   Can we add a "Notes" field in the Client Review Section as well?

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