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Sheri Hersom

← Customer Feedback for Redtail Technology

My feedback

63 results found

  1. adding multiple contacts to an activity

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

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

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

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

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

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sheri Hersom supported this idea  · 

  5. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sheri Hersom supported this idea  · 

  6. Membership

    51 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  7. 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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  8. memberships

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

  9. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Sheri Hersom supported this idea  · 

  10. Tracking maiden names and name changes.

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

  11. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  12. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sheri Hersom supported this idea  · 

  13. 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  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

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

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

  16. Arrange All Day Activities

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

  17. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sheri Hersom supported this idea  · 

  18. Remove Review Date when Client Status = Terminated

    100 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  19. conference room availability

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

  20. Zendesk

    41 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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