Daniel J. Rooker

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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   167 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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   Daniel J. Rooker commented  ·  Aug 11, 2015  ·  Delete…

   The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

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   Daniel J. Rooker supported this idea  ·  Aug 11, 2015