Carin
My feedback
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10 votesCarin
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62 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Carin
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I agree! I used to be able to have Client Reviews repeat on the first day of a month, regardless of the actual day of the month of the first meeting. In other words, we had a client meeting on March 24; I want to have it repeat every 3 months, on the first day of the month but it's forcing me to choose either the fourth Tuesday of the month or the 24th of the month. We always put future reviews on the first day of whatever month they are to be scheduled so they all show in the same place. I don't know why you took this feature away. Please put it back!!!
Carin
supported this idea
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YES!!!! UGH!!! So, I just called and spoke with Brad at Redtail and have the same complaint! The workaround of changing the actual review date to August 30 instead of August 31 (when the meeting actually took place) is unacceptable. I want to see the ACTUAL date the meeting was held and then be able to set the reminder for XX number of months out...but it is defaulting to May 31, 2021. I used to be able to set the next review date for the 1st of the month so the advisor can see that the client needs a review some time that month, the actual day to be determined. Please, please, please bring that back.