Sheri Hersom

← Customer Feedback for Redtail Technology

My feedback

67 results found

  1. Entering and updating Seminar/Event Attendees

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

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

    15 votes
    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

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

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

  4. adding multiple contacts to an activity

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

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

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

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

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

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

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  8. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

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

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  10. Membership

    51 votes
    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  11. Please add Memberships to the Profile Form

    146 votes
    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  12. memberships

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

  13. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  14. Tracking maiden names and name changes.

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

  15. Add Additional Fields to the Client Review Section

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

  16. Age Based Triggers

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

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

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

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

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

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

    145 votes
    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Sheri Hersom supported this idea  · 

  20. Arrange All Day Activities

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