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1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

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   71 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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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   David Brenner commented  ·  Aug 30, 2016  ·  Delete…

   Please add all family members info (d.o.b, employer, phone, email, etc)_ to main client dashboard. Think of it as a "household" dashboard.

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   David Brenner supported this idea  ·  Aug 30, 2016