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Redtail CRM

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24 results found

  1. membership filter

    The headers on Membership are currently sortable, but would be great to have a filter on each with a drop down of the labels in the current data set.

    6 votes
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    0 comments  ·  Memberships  ·  Admin →
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  2. 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!

    6 votes
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  3. Integration Engineer

    Smart Hands Engineer, we’ve got all the information you need to know before making this career change. Smart hands engineers work to offer operational support and remote management, as well as help with things like installation and troubleshooting.
    https://www.fieldengineer.com/skills/smart-hands-engineer

    1 vote
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    8 comments  ·  Memberships  ·  Admin →
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  4. 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.

    1 vote
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