Kristie Rusert
My feedback
4 results found
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756 votes
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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supported this idea
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437 votes
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!
Kristie Rusert
supported this idea
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111 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Kristie Rusert
supported this idea
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61 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Kristie Rusert
supported this idea
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This feature would be incredibly helpful, especially to the assistants (like myself!) that are the ones calling and scheduling these appointments. No one comes in for a review exactly 6 months or a year after their last appointment. If it's a trigger event, I could include in my action to give me a reminder in another 5 months to get them scheduled again based on the actual date they were in, not on the date that was entered previously.
Also, with this feature, I would hope that the automatic updating of that review date field would stop. If their review date is April 20th, and they can't come in until June 15th, my reminder is still going to be for October 20th, which is going to throw off the 6 month schedule. I think this field has a lot of potential, but isn't as functional as it could be.
I see that it's marked as under review since December 7, 2015 - does that mean it's still being looked at more than 3 years later? Can we get an update on this?