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Jeff Jachura

← Customer Feedback for Redtail Technology

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4 results found

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

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jeff Jachura supported this idea  · 

  2. 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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    Jeff Jachura supported this idea  · 

  3. 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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    Jeff Jachura commented  · 

    THIS IS COMMON PRACTICE FOR ADVISORS!!! CLEARLY ITS AN ISSUE. FIX IT!!!!!!!!!!!!!!!!!

  4. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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