Additional family options (not in the 'Membership' page)
Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.
Jesse Pence
shared this idea
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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Toni-Lynn commented
It has been 2 years since this suggestion and I still do not see it as an option. If there any update on this?
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Randi
commented
Please Add "Mother" to the list as well. It seems counterproductive to have parent and father but not mother. If we are going to use general terms, keep it general, if you are doing to add specifics, please makes sure ALL specifics are available.
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Zach
commented
I'd like to add that the Family page needs to be larger - more family tree like. I would like if a prospective client comes in that i know they are the grandchild of a current client. Or further, be able to see niece/nephew, cousin, etc. Currently, all that is available is immediate household, and I don't believe that is nearly sufficient.
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Suzan
commented
OK.....frustrated with missing marital status option. We are starting to see a common theme among our clients as having a boyfriend/girlfriend. They don't live together, they have separate accounts, and we can't really link the household together because their notes will need to be kept separately, but they still need to be identified that they are together. Need to add the marital status Girlfriend/Boyfriend with a field next to it that you can add their name which can link to their account page, but it will still keep the household indirectly linked. Please expedite this so that your Redtail database information is Accurate. Thank you in advance for your help and your time.
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Kay L Brown
commented
Many people are now residing together without being married especially since many partners have different last names.