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Sheri Hersom

← Customer Feedback for Redtail Technology

My feedback

103 results found

  1. Contact-ability to set default for address type and phone type.

    25 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sheri Hersom supported this idea  · 

  2. Deceased Status & Death Date on Personal Profile

    54 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Sheri Hersom supported this idea  · 

  3. Please add the SUFFIX field to the contact search results view.

    6 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Sheri Hersom supported this idea  · 

  4. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom commented  · 

    Yes to Nicknames please

    Sheri Hersom supported this idea  · 

  5. Linked Notes & Linked Documents to be shown in Activity via date/time stamp

    11 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Sheri Hersom supported this idea  · 

  6. Linking documents to calendar events

    21 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  7. Documents

    189 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Sheri Hersom supported this idea  · 

  8. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  9. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  10. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    32 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  11. Entering and updating Seminar/Event Attendees

    77 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  12. Quicklists-"BEGINS WITH" sort feature does NOT work.

    15 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sheri Hersom supported this idea  · 

  13. The "begins with" feature of the database search does not work.

    18 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sheri Hersom supported this idea  · 

  14. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  15. adding multiple contacts to an activity

    120 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sheri Hersom supported this idea  · 

  16. Linking Activities, Workflows, Notes, Documents, & Opportunities

    336 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sheri Hersom supported this idea  · 

  17. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  18. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sheri Hersom supported this idea  · 

  19. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sheri Hersom supported this idea  · 

  20. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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