Sheri Hersom

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My feedback

67 results found

  1. Calendly Integration

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

  2. Calendly Integration

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

  3. Calendly Integration

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

  4. Calendly Integration

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

  5. Built-in document viewer

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

  6. in the CRM document upload section be able to label the category/ account while uploading documtment

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

  7. Doc viewer within the CRM Doc Storage Page

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

  8. Increased RedTail Imaging Storage Display

    9 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  9. Folders for use inside Documents

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

  10. Icon to show another user is in the same activity as you

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

  11. Change category type of multiple documents at once

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

  12. note document

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

  13. being notified when entering a contact that is a duplicate

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

  14. Customizable Landing Page

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

  15. Relationship between households

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

  16. Allow clients to self-schedule appointments directly through Redtail

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

  17. Linking documents to calendar events

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

  18. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  19. Activities saved as draft

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

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

    33 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 
2 4

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