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Rebecca H.

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  1. Change First Review to Last Review under Client Review

    454 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rebecca H. supported this idea  · 

  2. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rebecca H. commented  · 

    Yes, please add these features, as well as the additional ones mentioned in the comments.

    As a new assistant in my office, I am not completely familiar yet with which clients my advisor meets with out of the office and which clients he meets with in the office. I would especially love a "Preferred Meeting Place" field, so that I am better prepared when contacting a client for a meeting.
    A notes section, would be immensely helpful as well. Right now, I am logging the review meeting contact history (whether a call was made or email was sent, date of call or email, if a VM was left, etc.) in the general notes section. If I did not have to go back and forth from the notes section to the review section, it would be great.

    Rebecca H. supported this idea  · 

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