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

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   131 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  ·  May 10, 2019  ·  Delete…

   There should be three editable options under client review:
   Last Review - enter date of most recent review.
   Next Review Due - enter date to begin contact for setting next review.
   Next Review Set - enter date when review is set.

   Otherwise the client review area is useless.

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   Anonymous supported this idea  ·  May 10, 2019