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1. Please add Memberships to the Profile Form

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   15 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Jaimi Riley supported this idea  ·  Sep 23, 2016
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   Jaimi Riley commented  ·  Sep 9, 2016  ·  Delete…

   In our office we list any children living in the household in the family section and then any children that are no longer living in the household are listed as "child of client' under memberships. It would helpful for any person with a status "child of client" under memberships to be populated as well onto the Personal Profile Form.

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