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  1. There should be three editable options under client review:

    69 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous shared this idea  · 

  2. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    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.

    Anonymous supported this idea  · 

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

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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