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Jordan DeBoer

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3 results found

  1. Dynamic Workflow Due Dates

    379 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jordan DeBoer supported this idea  · 

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

    1,280 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan DeBoer supported this idea  · 

  3. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jordan DeBoer supported this idea  · 

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