Sheri Hersom

← Customer Feedback for Redtail Technology

My feedback

67 results found

  1. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  2. NEXT REVIEW

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

  3. client review

    21 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  4. annual review

    51 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  5. client review

    44 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  6. Change First Review to Last Review under Client Review

    458 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  7. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  8. Review Tab

    52 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  9. Appointment Scheduling Software

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  10. Email reminders for when activities are due

    40 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  11. Full Integration with Schedule Once

    29 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  12. ScheduleOnce integration with Redtail Calendar

    15 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  13. SYNC Calendar with Microsoft Exchange

    18 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  14. COVID-19 - Virtual Scheduling

    44 votes
    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  15. Scheduling & Confirmations

    154 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  16. Create an integration with Calendly that will allow for you to create notes in Redtail

    12 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  17. Please integrate RedTail with Calendly

    61 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  18. We are new to Redtail but would greatly appreciate a Calendly integration

    29 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  19. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  20. Calendar Integration with Calendly

    53 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 
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