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  1. 47 votes
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    Emily supported this idea  · 
  2. 462 votes
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    Emily commented  · 

    YES! This would be extremely helpful. Great idea!

    Emily supported this idea  · 
  3. 210 votes
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  4. 420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. 28 votes
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  6. 18 votes
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  7. 48 votes
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    Emily supported this idea  · 
  8. 35 votes
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    Emily supported this idea  · 
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    Emily commented  · 

    Yes! This is a fantastic idea!

  9. 40 votes
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  10. 729 votes
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    Emily supported this idea  · 
  11. 411 votes
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  12. 81 votes
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  13. 383 votes
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  14. 1,345 votes
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    Emily commented  · 

    I agree 100% - until this is fixed though, as a work-around in these instances, we have been adding family members under the "Membership" tab on the client's profile. (Under "Manage Database Lists" you can create your own membership codes, i.e. "Father", "Mother", "Child", "Grandchild", etc.).
    It is time consuming to recreate everything you have already linked in the family tree, and there SHOULD be a better way (I think the problem MAY lie with the fact that members in the family tree are listed as "DEPENDENTS", which technically refers to something different altogether & should therefore be a separate category from a "Family Tree" which depicts lineage.)...but as a patch-fix in the meantime, this may help you.

    Emily supported this idea  · 
  15. 409 votes
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  16. 271 votes
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  17. 96 votes
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  18. 70 votes
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  19. 211 votes
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    Emily commented  · 

    Also, the font size in print format is minuscule and nearly impossible to read...and most of the notes are not so long as to warrant that in order to fit it on the page...Can the font size be enlarged?

    Emily supported this idea  · 
  20. 50 votes
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    Emily shared this idea  · 

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