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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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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    In regards to deceased clients, I do have one suggestion that I think would be very helpful.

    I’ve read over the instructions of ‘database recommendations for deceased contacts’ and my one issue is that we are instructed to remove the deceased from the family all together.

    - I think it would be great to keep the deceased in the family but to change the head of household to the surviving spouse. Then to change the ‘Relationship’ of the deceased ‘Deceased Spouse.’ In other words, add a Relationship category that is 'Deceased Spouse' (this way they would not be included in mail-merges but they would should under the family household.

    I also agree that we should be able to have a child- son/ daughter noted as an adult and not only as a dependent.

    Note: my issue with the membership option, is that when going into a surviving contact’s profile, you don’t see memberships displayed anywhere, it’s as if the deceased never existed or is not at all connected to the surviving contact.

    Anonymous supported this idea  · 

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