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Sherod Bigelow

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7 results found

  1. 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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  2. Email attachment from imaging

    72 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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  3. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Sherod Bigelow supported this idea  · 

  4. Add the option to have alerts / push notifications sent directly to the device

    414 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Sherod Bigelow supported this idea  · 

  5. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Sherod Bigelow supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sherod Bigelow supported this idea  · 
    An error occurred while saving the comment
    Sherod Bigelow commented  · 

    Looks Like the 3rd option can be done now with a custom search and save. Just need items 1 & 2 added.

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    Sherod Bigelow commented  · 

    The primary reason we have stuck with Junxure is because it is a family based CRM. Tailwag looks like it has improved on the family based approach and I think with a few changes we can finally feel comfortable changing from Junxure.
    1st. Please add A family dashboard that shows all family notes, activities, emails etc.
    2nd, Just like you did on the notes page, add a "show family notes" stile button to the activity and document tab.
    3rd. Add a "head of household button" filter to the contact search page.

  7. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sherod Bigelow supported this idea  · 

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