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6 results found

1. shared family contact address and phone info

   40 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Christopher Jaccard supported this idea  ·  Mar 7, 2022

2. Switching Family Head

   33 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Christopher Jaccard supported this idea  ·  Mar 7, 2022

3. When you run a summary report of accounts, especially for a family, show the family name and not the head of household name.

   16 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Christopher Jaccard supported this idea  ·  Mar 7, 2022

4. Family Relationships Global Report - Bulk

   8 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Christopher Jaccard supported this idea  ·  Mar 7, 2022

5. Family Report

   13 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Christopher Jaccard supported this idea  ·  Mar 7, 2022

6. Provide report that would show info for all members of a family/household

   6 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Christopher Jaccard commented  ·  Mar 7, 2022  ·  Delete…

   Provide a unique ID or something in a report so we can know which contact records are associated with which households. Show info for all members of a family/household.

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   Christopher Jaccard shared this idea  ·  Mar 7, 2022