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Welcome to our official Redtail CRM feedback forum!

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20 results found

  1. add email address and advisors to Memberships columns

    add email address and advisors to Memberships columns

    3 votes
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  2. memberships

    When linking contacts, e.g., parent to adult child, the terms "Linked Contact" and "Linked Contact is" are confusing.

    1) Why not use "Relationship to this contact"?
    2) If I make one contact the parent, shouldn't Redtail automatically make the other contact a "child"?

    25 votes
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    0 comments  ·  Memberships  ·  Admin →
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  3. Help us Track Beneficiaries

    Our team is currently tracking benes in Memberships and finding it very cumbersome. We have clients with 14 grandkids. We do not want to create individual records for this many non-clients, then link to the account owner, and define the relationship, this is way too time consuming just to be able to track that beneficiary info.
    I think Beneficiaries would make sense in the Know Your Client tab, or a completely new Beneficiary tab on the left hand side in the individual record.
    Beneficiaries change all the time, so it would be nice for this new feature to be swift…

    3 votes
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  4. Add email address to Membership Report

    It would be helpful if the membership report would include the email addresses of the members. Since this could be exported and easily used - to send newsletters or e-cards from a different platform.

    10 votes
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  5. Auto-create inferred Memberships

    Would love to see a popup window displaying INFERRED memberships based on the contacts existing family/memberships.

    i.e. Barbara and Paul are married and have 2 children. Upon creating an Aunt/Nephew membership for Barbara. A pop-up window appears asking if you'd like to create an Uncle/Nephew membership for Paul, and Cousin/Cousin memberships for their 2 kids.

    Bonus points if the window has dropdowns to change the membership types (for example from 'Sister' to 'Half-Sister') before confirming.

    Please consider this. It would be a massive time-saver!

    9 votes
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  6. Have the memberships tabs visualize connections in a social graph

    It would be great to be able to see a contact's connections in a more visual way so that not only family members but friends, vendors, etc would show and then allow for an easy way to show the connections of those connections. I love social graphs and think it would enhance the understanding of each contact and the degrees of connections between them all.

    6 votes
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  7. 10 votes
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    1 comment  ·  Memberships  ·  Admin →
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  8. MEMBERSHIP

    I use Memberships all of the time and it is frustrating that it is hidden in the menu on the contact page. Could it be added as an option in the common tasks short cut?

    13 votes
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  9. Add access times for assistants

    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.

    2 votes
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  10. 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.

    46 votes
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  11. 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.

    27 votes
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  12. 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.

    50 votes
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    4 comments  ·  Memberships  ·  Admin →
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  13. 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.

    33 votes
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    1 comment  ·  Memberships  ·  Admin →
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  14. 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.

    20 votes
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    0 comments  ·  Memberships  ·  Admin →
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  15. 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…

    41 votes
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    3 comments  ·  Memberships  ·  Admin →
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  16. 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,…

    22 votes
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    1 comment  ·  Memberships  ·  Admin →
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  17. 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.

    124 votes
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    4 comments  ·  Memberships  ·  Admin →
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  18. 428 votes
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  19. 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.

    51 votes
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    2 comments  ·  Memberships  ·  Admin →
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  20. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    19 votes
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    2 comments  ·  Memberships  ·  Admin →
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