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

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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    When a dependent child becomes an adult child and becomes a legitimate client, they also need to be identified as a Head of Household in the Redtail. To do that, the adult child can no longer be referenced as a member of the family through the Dependent field. Can you please allow ALL children, adult kids and minors, to continue to be referenced as part of a family without having to: 1) remove them as a DEPENDENT, 2) go through multiple clicks to then add them back them as MEMBERS to the mom, the dad, the brothers, the sisters, etc. Perhaps the DEPENDENT field could be changed to FAMILY MEMBER and a click box can indicate: __ dependent or __ non-dependent . And an additional drop-down box can indicate: son, daughter, etc

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