Great question! Our preference would be to use monthly Keywords or Tag Groups rather than relying on the Redtail Client Review module to trigger scheduling. A few reasons why: - Simplicity: Everyone assigned to March gets reviewed in March. It's straightforward, easy for the team to manage, and simple for new hires to learn. - Predictable workload: You know exactly how many reviews are scheduled each month, making it easier to plan team capacity and avoid unintentionally overloading certain months. - Reliability: Historically, we've encountered issues with Redtail's Client Review functionality, particularly around end-of-month dates and months with a fifth occurrence of a weekday. Using monthly Keywords or Tag Groups avoids relying on those calculations. - Flexibility: If a client needs to move to a different review month, updating their assignment takes just a few clicks. We also like that GReminders Bulk Send allows you to establish clear scheduling parameters. If a client hasn't scheduled as their review month approaches, that's a natural opportunity for a personal phone call or advisor involvement. Ultimately, our preference is a process that's simple, predictable, and easy for the entire team to execute consistently. Monthly Keywords or Tag Groups provide that structure without unnecessary complexity.

Hi @Mark Brice - Bumping this post for visibility. Our team primarily works with Redtail and Wealthbox, so I don't have any firsthand experience with Advyzon. I wanted to help surface your question in hopes that other users who use Advyzon can share their insights.

You're asking the right question, and it's a practical one that trips up a lot of teams. You've got two realistic paths. Option 1: Custom date field/UDF, plus a quarterly report to flag upcoming anniversaries. Manual trigger, but clean for bulk visibility. Option 2: Repeatable annual task on the contact. Reminder surfaces in the calendar each year.

@Kelly Allan Awesome, happy you found a resolution.