Please consider adding a WARNING pop-up window with "confirm action" related to deleting contacts or accounts!

Example: while recently experimenting with TAG GROUPS, I created a test group and added a client.

Clicking then, on View Members, He was there, and I thought great. Except he was a test member. Wanting to remove him from the Tag Group, from the list view I then clicked on the down arrow in front of his name and scrolled down to DELETE (which I would have assumed meant FROM THE LIST)

It did not. It meant DELETE ROBERT ABEL and ALL of his ACCOUNTS and history - which is what it did much to my chagrin, lol.

I do not recall a prompt or popup, but even if it did it was innocuous, like "Are you sure you want to delete/remove Robert Abel" which I would have taken to mean "FROM THIS TAG GROUP"

So, THIS ONE IS CRITICAL in my mind -

IF, this view acts like the normal view for contacts...and one can simply delete an entire contact and all their stuff just that easily we have a problem, and any DELETE of a Contact or Account should have a pop-up something to the effect of:

"WARNING, you are about to delete this entire contact, and all their history, accounts and notes" Please confirm by clicking YES, DELETE THIS CONTACT, or Cancel

Thank you

allow us to view and click all family members directly beneath any contact instead of having to create a membership which is NOT visible on client dashboard and without going into the family tree. TOO many clicks. To be able to click on any given family member and NOT only the Spouse. The interaction to all allows us to use the CRM in the manner we need. Alot of clients have family members as health care proxy, etc and we have to search outside of CRM to find that name and then return to CRM search for that proxy and the 2 are not connected. It is making it hard. Need to link all family members easily and visibly just like a spouse.

The limitations of Redtail's ALL BY ALPHA method of displaying "Contacts" is very non-useful when needing to view "Householded Contacts" and "Householded Account" data.

We can certainly create various Quicklists to sort for and display our various categories of clients (A, AA, AAA-1, AAA-2, etc.), but there is no way to click a few buttons and get a display of ALPHA Head of Households, with the spouse <sometimes male, sometimes female, sometimes same gender> SIMPLY INDENTED BELOW the head of Household. That would be SO simple and SO helpful, and so OFTEN utilized!

There's got to be a simple, straightforward way for Redtail's very skilled programmers to create and offer this feature.

The only way (and really cumbersome) to do it now is to create an Excel spreadsheet through a "Custom Export" and marry it to a pre-created Quicklist, then format the data to print it out, and re-do it all the time for a current list.

I sure hope you can work on this, as it would be a GREAT advancement for hundreds if not thousands of users. You could roll it out just prior to the 4th of July, 2022 with FIREWORKS (SORRY-- NOW WE'RE INTO MARKETING.) ;-)

Contact Record - when adding an employer, a new contact record is automatically created for the employer/company. The status is listed as non-specified. Would like to see RT automatically list the company as BUSINESS or EMPLOYER. I am cleaning up our database and I have tons of NON SPECIFIED records. If I delete the record, IT DELETES IT FROM THE CLIENT'S CONTACT RECORD. Not good... Also, if i change the status of the client to prior client or if I delete a client, the contact record for the employer still remains. It should transfer along with the client contact record.
When listing children of a client, they also remain in the database when you delete a client or change the status of it. Yikes!

RT should really find a better way. Our data base is a mess because of these two issues. I would love to discuss with you!