Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.

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Need to be able to search by membership code.

Currently there is only a report that can be run. From the report, a bulk action cannot be performed.

If we can perform a search, then we can use a bulk action on the results.

My request is:
Ability to perform a search on a membership code.

It would be great if when you create a Professional Relationship it would also automatically create a Membership between the individuals and/or firms. Ideally it would work the other ways as well - if you create a membership with the type being the same as a Professional Relationship then that would appear under the Professional Relationship tab. This would make it much easier to be able to go to a Professional (i.e., CPA) and see who all their clients are, etc.

Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.

Currently, employer is automatically added to Memberships when added to Basic Info. When the employer is removed from Basic Info, the Membership is also removed.

The Membership should remain, but the relationship should change to Former Employer and Former Employee.

It makes sense to keep a record of this information without manually entering the information after the fact.

Add Status (and Category) columns to Membership (pdf) report so it is complete and same as Memberships tab. For instance, if a member is deceased this is not evident by the report.

It would be nice if under Memberships, All Family are lumped together and then all other memberships are lumped together. This would be very helpful in making the report cleaner.

When I call two people sons of a married man, after i enter the 1st kid the system should ask me to clarify the relationship of the kid and the wife. On the second kid the system should ask my to clarify the relatinoship of the 2nd kid and the wife as well as the 1st kid and the 2nd kid. Otherwise

Would be great to have photos on the membership report. If we're preparing for a meeting with an employer we could print off the membership report with names and photos to review ahead of time, which could greatly assist in rapport building.

We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.

Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

Set up the linked fields in the same sequence as they are displayed. It is disorienting to see the end results in reverse order of their entries, and leads to many erroneous relationships.