Redtail CRM
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29 results found
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"significant other, fiancee
Today's family's are not the "normal family any more. Sometimes people dont get married, haven't gotten married yet, or will never get married but live happily after for years to come. Please add "significant other, fiancee"and any other terms you can think of that describes the 21st century household. How do gay couples call each other? Husband and wife? Even if they are not married yet?
56 votes -
16 votes
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Switching Family Head
When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.
36 votesRedtail’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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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.
72 votesRedtail’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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Anniversary duplication
When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.
46 votesRedtail’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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Household
Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.
It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.
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74 votesRedtail’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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Family member relationship
Two things here...
1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?60 votesRedtail’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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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…
1,371 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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'
254 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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