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1. Add Additional Fields to the Client Review Section

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   18 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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   Jolie commented  ·  Jun 12, 2019  ·  Delete…

   My advisor leaves the last meeting in the "Activities" field as past due so I can see it easily. It would be so helpful if she did not have to sift through thousands of past dues. If RT were to implement this, it would be easier for us to go to one spot to see last meeting. Thank you!!!!

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   Jolie supported this idea  ·  Jun 12, 2019