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

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   35 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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   Sharon Olson commented  ·  Aug 4, 2015  ·  Delete…

   I would like to have secondary Client Review date field. Reason is to keep the initial first client review date and change the second date to reflect new carry over if client misses review on a quarterly bases. Thank you.

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   Sharon Olson supported this idea  ·  Aug 4, 2015