Travis
My feedback
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25 votes
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7 votes
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18 votes
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15 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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15 votes
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127 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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Travis
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1,374 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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commented
Could not agree more! Please have membership section and family relationship section talk to one another. There is NO place in the whole software that shows a section where you can see the entire family tree in one place. PLEASE address this issue. Its been years and no change!!!
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commented
TOTALLY AGREE! Please have membership section and family relationship section talk to one another. There is NO place in the whole software that shows a section where you can see the entire family tree in one place. PLEASE address this issue. Its been years and no change!!!
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commented
Looking for a way to have more flexibility to link children to head of household records. And have the flexibility to link info without having to add a child to the database. or to be able to choose and select who should be considered a child as many families now are extending where an 80 year old lives with the son or daughter, and want to be able to choose and have flexibility of who should be there
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commented
Yes please address this. Many of our clients have children that our now our clients and this is practically impossible to see the whole family under the same section. Memberships do not populate under the client profile form which is crazy. You have a form that is great and verifies the OUR info is correct to the client but can not verify the most important piece which is most likely their beneficiaries for their nest egg. Please Please address this and have one or the other. Membership or family household. Can not have both as the do not mesh well with each other. THANK YOU
Travis
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468 votes
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929 votes
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Travis
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Please just add a field that says taxable income. this is the main number as planners we care about, to determine what tax bracket they fall into.