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54 results found

  1. Household Accounts

    We are interested in being able to assign our accounts to a household, instead of a single contact. For example, if a household has a joint account, we can only assign it to one contact. We wish there was a way to see a household and all of the accounts that fall within their control.

    36 votes
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    0 comments  ·  Family  ·  Admin →
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  2. Entity as own family/household for client relationship count purposes

    I want to get a number of how many households we have total but run into issues with entities. One issue that already has a suggestion is to be able to include entities in a household (so a trust can be grouped under the family that runs it). But I also want the ability to make the entity be its own household. This is so I can then run a search for all contacts that are clients and head of households so that the count of search results would then be equal to my total number of client relationships.

    31 votes
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    1 comment  ·  Family  ·  Admin →
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  3. create a way for a beneficiary who becomes a client to still be attached as a beneficiary

    We are having to create duplicate records when a clients child is listed as a beneficiary but then becomes a client on their own. We are not able to list them as a client and beneficiary. If we combine their records it will remove them as a beneficiary on their parents account. Would like to be able to combine them as a client and still be able to have them connected as a beneficiary to their parents account.

    52 votes
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    0 comments  ·  Family  ·  Admin →
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  4. Family descriptions/relationships box on Redtail page

    I would love to see a separate (box?) area on the contact's page being able to list family/relationships at a glance. We don't always have last names and therefore cannot create contacts; but it would be so nice to be able to view, at a quick glance, our client's grandchildren, ages, etc.

    7 votes
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    0 comments  ·  Family  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.

    I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based…

    1,342 votes
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    68 comments  ·  Family  ·  Admin →
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  6. Automatically Change Family Upon Divorce

    When a client is linked to another contact as a spouse and the marital status goes from married to divorced (or similar can be done for widowed) remove the contact from family and automatically add membership marking them each ex-husband/ex-wife as applicable.

    49 votes
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    0 comments  ·  Family  ·  Admin →
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  7. Linking Important Info to Spouse

    It would be great if you could add an option/button to link Important Information to the spouse. Often times, we make sure that our Important Info is the same for the whole household, so we have to copy and paste the husbands notes to the wifes. Would be helpful if you could simply select that we want them linked to eachother.

    23 votes
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    3 comments  ·  Family  ·  Admin →
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  8. Add " Registered Domestic Partners" to Marital Status field.

    Add "Registered Domestic Partners" to Marital Status field. In the state of California many couples elect to remain as Registered Domestic Partners as opposed to Marrying. The term "Life Partners" does not necessarily equate to a legal binding union.

    41 votes
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    1 comment  ·  Family  ·  Admin →
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  9. Within the family section of the relationship please add Father Mother- today many children are taking care of their parent.

    Example, we have a child who is the POA for our client, the client will never call here and our only correspondence is with the POA. I want to be able to add the POA as Head of HH and add the client as a Mother in the housefhold The POA does not have an account with us so if she calls I want everyone to be able to see the correlation so they can pull up the mother's account. Without going and hunting in the membership link, which is extra steps for when someone is calling in. Thank you.…

    29 votes
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    1 comment  ·  Family  ·  Admin →
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  10. Field for date of spouse's death

    We often have clients whose spouse is not a client. It would be nice if we could record the date of the spouse's death in the client's record (rather than making the spouse their own record) and have the option for a reminder on the anniversary (like birthdays and marriage anniversaries).

    18 votes
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    2 comments  ·  Family  ·  Admin →
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  11. Group accounts by household

    Would like the ability to run a report of "Accounts by Household".. we do a lot of multi-generational planning and it would be helpful for assessing the family unit as a whole, rather than having to flip back and forth.

    The "Show family accounts" feature works, but that is only for individual contacts. We wanted to see all the accounts by household for our entire contact list. Thanks!

    21 votes
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    1 comment  ·  Family  ·  Admin →
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  12. Include Trusts in the Family Portfolio Value

    allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'

    248 votes
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    24 comments  ·  Family  ·  Admin →
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  13. Combine Family Records

    Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.

    36 votes
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    2 comments  ·  Family  ·  Admin →
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  14. Householding Client Groups via Head of Household

    When I click on the contacts tab, I would like the option of setting it to automatically populate a list of only my head of household clients. Not vendors. Not other advisers clients. Not each individual client. ...just a household head count and contact list.

    23 votes
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