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Tracy

← Customer Feedback for Redtail Technology

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4 results found

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Tracy commented  · 

    If I add a person in my data base and I want to add them to a family tree, you type the first couple letters or the name in "Search" and it NEVER finds the clients. It always bring up people people who aren't even close. It also has an issue in adding the address to that person you want to link. It changes the address to the Head of Household address. They dont live in the same address so what the point in having a family tree if you cant put in the correct address for that person.

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    Tracy commented  · 

    Please make family visible on Main contact page.

    Tracy supported this idea  · 

  2. Entering and updating Seminar/Event Attendees

    77 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tracy supported this idea  · 

  4. Please add search feature to Beneficiary

    46 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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