We run our annual reviews off the next review date but wouldn’t necessarily want that date shown on the client portal as it’s when we start the work, not necessarily when the meeting would be happening. Adding a new field for meeting date instead on the client portal would be great.
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Accepting Feedback
Feature Request
11 months ago

Andrew Neligan
Get notified by email when there are changes.
Accepting Feedback
Feature Request
11 months ago

Andrew Neligan
Get notified by email when there are changes.