Add more gender options
Please add a non-binary option for gender. We live in a state where X is an option on birth certificates and driver's licenses. Please make this an option so we can reflect this in our records accurately.
This feature has been added by the Redtail Development team! The recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
We also have a blog post specifically about this update: https://corporate.redtailtechnology.com/release-note-focus-preferred-gender-pronouns-can-now-be-added-to-contact-records/
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Myra S. commented
The fact that this suggestion was made in 2017 and Redtail has not taken action is unacceptable! Redtail dominates the CRM industry and needs to lead by example. To allow an important recommendation regarding inclusivity regarding client gender identity to sit unanswered for nearly 3 years and then a year later still no action is a massive FAILURE!
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Myra S. commented
Redtail needs to lead by example and take action to move this recommendation to a high priority. It is unacceptable that this suggestion has been left unaddressed for so long!
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Myra S. commented
This suggestion is at least 2 years old and no action has been taken? this is unacceptable. Redtail dominates the CRM industry and needs to lead by example!
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Paula Shuler commented
Or alternatively, change the gender field to ***, as most insurance companies still require to know this information.
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Anonymous commented
Non-binary*
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Anonymous commented
Our workaround - until Redtail makes it into the 21st century - is to add non-binary as a Designation in the contact card. That way, it shows up with the client's name and it's very visible at first glance in the client's record.
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Anonymous commented
add a value, or make Gender field editable, to accommodate clients who identify not as male or female but as binary
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David Morton commented
Yes, this makes a lot of sense for a modern CRM system.
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Dave O'Neill commented
Great idea!
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Danielle Kerr commented
There is currently no quick way to note a contact's gender non-binary. The options are either unknown, male, female, or no selection. Non-binary falls into none of these categories. Our team currently has to leave it unselected (which looks like it's not been filled out rather than a purposeful selection), and add this into their important information as well a pin a note to ensure the information is properly communicated.
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Donna Poulsen commented
This would be very, very helpful!!
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Kristen Crouthamel commented
PLEASE. This would be very helpful!
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Anonymous commented
Contact Record: Include a 'non-binary' option for gender
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Rhonda commented
It is unclear why gender is a field at all, what is the relevance?
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Adrienne Sorensen commented
Allow us to change gender from unknown to male or female at once from a bulk action.
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Renee commented
without having to search in other fields, it would be great to have this prominently visible in the initial part of the record in contact info