Know Your Client: Client Review

One of the areas accessible from your Contacts' Overview page is Client Review: 


Note that with a glance at the top of a contact's Overview, you can see their next review date, if that data has been entered for them. Clicking that date will take you to the Client Review area of their Know Your Client page:


If you need to change any information in that area, just click the "edit" button in its upper right corner.

If a contact doesn't currently have any data entered for Client Review, when you click that "edit" button you'll see the below:


Note: the default date that shows up when you have no data entered for a client is the date you click that "edit" button. Just manually enter your First Review Date (in the format indicated below) or choose it from the Calendar that pops up when you click inside that field:


Next, choose a Review Frequency from those available in the menu (Review Frequency will trigger Client Review Reminders on your Dashboard):


Just make your selection from the available options and complete the fields that result from your selection or choose "Custom" to define your recurrence pattern. To save when you are done, just click "Update Client Review Reminder".  

As mentioned above, this will trigger a Client Review Reminder on your Dashboard based upon how many days in advance you've indicated you want these to display from the Reminders section of your Site Preferences.  Also, you have the option on your main Calendar to display client reviews on the dates they are scheduled (this option is in the Actions box on your main Calendar page). 

After the date arrives, the Next Review Date field will update automatically, based upon the Review Frequency you've entered here. 

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