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

   775 votes

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   34 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!

   Lauren Ledger supported this idea  ·  Dec 18, 2018

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  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Lauren Ledger supported this idea  ·  Dec 18, 2018

3. Change First Review to Last Review under Client Review

   458 votes

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   29 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   An error occurred while saving the comment
   Lauren Ledger commented  ·  Dec 18, 2018  ·  Delete…

   Please consider adding a "last review date" field. This would be a really essential feature for my company and would allow us to use the system much more often.

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   Lauren Ledger supported this idea  ·  Dec 18, 2018