CRM
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membership codes
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.7 votes -
professional contact
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.
25 votes -
I feel that Memberships should be on the Front of the Contact Group page.
Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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allow for ALL membership codes to be customized, edited or deleted
Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.
43 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Employer Switch to Former Employer
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.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Genogram
CRM is the acronym for "Customer Relationship Management," but did anyone stop and think that neither Redtail, nor any other CRM, actually focuses on relationships? If you ask your staff what CRM means, they will say that they think the "R" means records and not relationships. In this day and age of tighter margins and higher competition, we all need deeper relationships with our clients. I think it would be very helpful, if we had a visual Genogram to replace the text-based "memberships" in Redtail. If you want to see what I mean, look at GenoPro.com for examples of their…
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Status (and Category) columns to Membership (pdf) report
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.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Sorting in Memberships
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.
8 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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membership automatic set up
It would be nice if some of the membership relationships could be set up automatically when the membership is intuitive. Maybe an option or check box that says, "would you like to automatically add this relationship to: bob brewer, jenny jones and michelle miller". Lets say steve brewer, bob , jenny and michelle are all brothers and sisters; kate brewer is steve's wife . I add mike brewer as steve's father. It would be nice if redtail could figure out that mike is also bob, jenny and michelle's father as well as kate's father-in-law. This issue gets compounded when you…
29 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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18 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Family Membership
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
3 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Include photos of members on membership report
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.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Make the relatioships across contacts ("memberships") easier to spot in main contact screen.
We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Make it possible to have an individual be a member of more than one family group.
We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.
181 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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memberships
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.
92 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Regarding the Employer information on the contact page; currently when I add the employer to the contact, the edit delete button does not sh
Memberships, Contacts & Employer: Regarding the Employer information on the contact (Individual) page; currently when I add the employer to the contact (Individual), then go to view it under the Employer Memberships, the edit delete button DOES NOT show up next to the Contact (Individual). If I DO NOT add the employer to the Contact (Individual), when I go to the Membership under the Employer, the Edit Delete button shows up, but I DO NOT see the Employer from the Contact (Individual) view. Can you please address this issue so we are able to view the employer information from the…
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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In MEMBERSHIP entries...
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.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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369 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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When doing Memberships, it would be nice if you could click "same as" to the spouse.
If a couple is "married" and you go to add kids, grandchildren, etc, it would be nice if we could have an option to link to spouse.....(but then still be able to manipulate it on the spouse's side if need be)
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Membership
Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.
39 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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