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Anonymous

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  1. Change First Review to Last Review under Client Review

    452 votes
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    29 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  · 

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

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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