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Sheri Hersom

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103 results found

  1. Membership

    51 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  2. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. memberships

    116 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Sheri Hersom supported this idea  · 

  4. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Sheri Hersom supported this idea  · 

  5. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sheri Hersom supported this idea  · 

  6. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  7. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sheri Hersom supported this idea  · 

  8. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sheri Hersom supported this idea  · 

  9. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  10. Add fields to comply with the "know your client" FINRA requirements

    142 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Sheri Hersom supported this idea  · 

  11. Arrange All Day Activities

    70 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sheri Hersom supported this idea  · 

  12. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Sheri Hersom supported this idea  · 

  13. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sheri Hersom supported this idea  · 

  14. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  15. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  16. Remove Review Date when Client Status = Terminated

    97 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  17. Show Contact Details on all pages

    76 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sheri Hersom supported this idea  · 

  18. conference room availability

    105 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sheri Hersom supported this idea  · 

  19. Automatically update Marital Status to Married if attached as a spouse

    86 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sheri Hersom supported this idea  · 

  20. Zendesk

    38 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sheri Hersom commented  · 

    It would be nice if we didn't have to sign in multiple times when clicking thru from the Redtail CRM pull down menus under Resources.

    It seems silly that I have to respond to a confirmation email when submitting a help ticket, because I forgot to sign in again, when I reached the help ticket screen from inside Redtail.

    Actually, the same goes for Suggest A Feature or Enhnacement. Had to sign in here seperately as well.

    I get that these sites can be reached outside of Redtail, but when they are accessed via a click-thru, the sign in should be automatic.

    Sheri Hersom supported this idea  · 
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