Christina
My feedback
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57 votesChristina
supported this idea
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1,371 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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commented
We need a feature where we can show an extended family tree (at the very least grandparents, parents, and children). Currently, we can only add children to a family as dependents of parents. We have many situations where both the parents and their adult children are clients, therefore they have to have completely separate "families". We'd like to link their contact records to show the relationship between the individuals so that a new person coming in would see how extensive some of our client relationships are and know who is connected to whom.
Christina
supported this idea
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205 votes
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!
Christina
supported this idea
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Also, under the current "Family Tree" there is a button that says "Add Dependent". This can be misleading as a user might think they can just type in a name and add it when really they are LINKING an existing contact record as a dependent. While I do think the "Family Tree" feature needs to be revamped completely (i.e. - instead of adding "dependents", we should be able to link various "family members"), in the meantime the verbiage should be changed to "LINK Dependent".