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Sheri Hersom

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67 results found

  1. Add more fields under beneficiaries

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

  2. Remove Review Date when Client Status = Terminated

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

  3. conference room availability

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

  4. 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  · 

  5. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sheri Hersom supported this idea  · 

  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Sheri Hersom supported this idea  · 

  7. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sheri Hersom supported this idea  · 
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