Michael A Critchfield
My feedback
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1,407 votes
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An error occurred while saving the comment Michael A Critchfield
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An error occurred while saving the comment Michael A Critchfield
commented
When you add a family member to a client record automatically add them to memberships to reduce double entry,
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79 votes
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Michael A Critchfield
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258 votes
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!
An error occurred while saving the comment Michael A Critchfield
commented
PLEASE FOR THE LOVE OF GOD MAKE THIS A PRIORITY!!!
I have a few clients that have 4 trust accounts (Bypass, Survivors, Family, GST) and several Family Limited Partnerships. 8 different contact types in Redtail to track all the different TaxIDs. AND I CANT GROUP THE ACCOUNTS! OH MY PLEASE PLEASE FIX THIS.
Michael A Critchfield
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85 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!
Michael A Critchfield
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1,855 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Michael A Critchfield
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214 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Michael A Critchfield
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155 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Michael A Critchfield
supported this idea
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355 votes
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!
Michael A Critchfield
supported this idea
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609 votes
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!
Michael A Critchfield
supported this idea
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619 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!
Michael A Critchfield
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105 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!
Michael A Critchfield
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736 votes
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!
Michael A Critchfield
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Make this a priority! I just ran into a situation where the grandparent passed and they had 529 plans for there grand-children. I thought all of the grandchildren belonged to one of the daughters and sent her the paperwork to process the change. WRONG, one grandchildren belonged to the other daughter. There is no way for me to track that effectively. Make the Family tree better and add the ability to add family trusts and family businesses for the structure. Dont tell me to use memberships for this.