Anonymous
My feedback
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138 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!
Anonymous
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452 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!
Anonymous
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134 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!
Anonymous
supported this idea
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A big reason for a CRM is to track past meetings with clients, which helps you to schedule future meetings. The CRM does not have anywhere to track when you have actually had a meeting, beyond creating activities.
The 'Know Your Client' has this potential, but is not flexible. Once you put in a 'first review' the system locks down these dates, which does not take into account the fact that sometimes meetings get pushed back. For example, if you meet 4x per year, but client has to push back by two months, you will have your meeting and KYC will then tell you 1 month later that you need another meeting. If instead of 'first review' you had the option of 'last review' the system would then wait the appropriate 3 months for the next reminder. I like KYC, but it does not take into account real world variability of scheduling.