Brenda Miller
My feedback
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3 votesBrenda Miller
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169 votes
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Brenda Miller
shared this idea
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I would like to add the First Review Date field should never change. We had client's who are 10 years old and were on a review cycle of every December but we needed to change as they retired and wanted to do more like a March review date. The only way to change the annual date is to change the First Review Date field. If an SEC auditor came in and asked us to run a report on reviews it would like like we never met with the client for the last 10 years. We'd then have to go and pull data from the activities and/or the client file.