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

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   35 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!

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   Anonymous commented  ·  Jan 25, 2019  ·  Delete…

   Please consider fixing this issue! When you complete a review activity the system should automatically show the next review date a year (or whatever is selected) from the date of the last review. Selecting week three, fourth Thursday, etc. from the date of first meeting is NOT helpful. Our clients change review months all the time. Thus we have to change the date of first meeting. Frustrating!

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   Anonymous supported this idea  ·  Jan 25, 2019