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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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1 result found

  1. 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…

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    3 comments  ·  Memberships  ·  Admin →
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