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Kay Herring

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7 results found

  1. Show whose database you're in..

    36 votes
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    4 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kay Herring supported this idea  · 

  2. account status

    22 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kay Herring commented  · 

    AGREE! @Ray Tucker - We need lapsed, surrendered, death claim, & denied.

    Kay Herring supported this idea  · 

  3. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Herring supported this idea  · 

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

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kay Herring 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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    Kay Herring supported this idea  · 

  6. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    106 votes
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    14 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Herring commented  · 

    I agree with Bobbi (commented on 11/11/2020) My advisor does the same thing by responding to questions in an email by the question in a previous email and will highlight his response.

    This should be an easy addition to the note widget! We already have access to underline, bold and italic text in a note.

    Kay Herring supported this idea  · 

  7. client review

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kay Herring supported this idea  · 

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