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Redtail CRM

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2 results found

  1. Deceased Clients

    There needs to be a different way to show a deceased spouse, other than through memberships. If you disconnect the deceased from being the spouse, they no longer show up on the Personal Profile Form. They should still be able to be listed as a spouse without having them print out on mail merges as well. This is a very touchy topic, and I think there should be more focus on this, and the formatting for it.

    451 votes
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    20 comments  ·  Family  ·  Admin →
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  2. Option to Link Any/All Data to Spouse's Record

    It would be helpful to have the option to link both spouses with all their info (SSN, Bday, email, ect) all under the Family Head. It is inconvenient to have to to enter the clients as two seperate intities when they share the same income and assets, etc. The family Head needs to have one quick way to enter all the spouses info. Also known as a "House Hold".

    647 votes
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    30 comments  ·  Family  ·  Admin →
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