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Correna Pedley

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  1. Add option for hiding closed accounts.

    36 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Correna Pedley shared this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Correna Pedley commented  · 

    I agree! It is irritating to have to add extended and adult family members under the membership tab. Maybe divide the family tab into two sections, the single household structure as well as a related family.

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