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22 results found

1. Add more options than just spouse (or dependents) when creating a household - for unmarried partners, non-traditional families

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   3 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond commented  ·  Dec 28, 2023  ·  Delete…

   It is freaking 2024 this should already be fixed!!!

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   Melissa Drummond supported this idea  ·  Dec 28, 2023

2. "significant other, fiancee

   56 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond commented  ·  Dec 28, 2023  ·  Delete…

   This is a very important issue that needs to be updated! its almost 2024 and so many families are not traditioanl in the slightest

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   Melissa Drummond supported this idea  ·  Dec 28, 2023

3. Family tree

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

4. Add a field

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

5. Household/Family

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

6. add dependents

   26 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

7. Household Documents

   23 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

8. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

9. Divorced Couples with Children

   32 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Melissa Drummond supported this idea  ·  Dec 28, 2023

10. Family Tree Mapping

    57 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

11. Relationship between households

    85 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

12. Household names and labels

    29 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

13. Add age or birthdate on family page

    16 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

14. Family/Membership Custom Option

    19 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

15. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    28 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

16. adult children

    102 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

17. Family member relationship

    60 votes

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    2 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!

    Melissa Drummond supported this idea  ·  Dec 28, 2023

18. Life/domestic partner option in Family (in lieu of Spouse)

    13 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Melissa Drummond supported this idea  ·  Dec 28, 2023

19. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    59 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  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!

    Melissa Drummond supported this idea  ·  Dec 28, 2023

20. Add Additional Fields to the Client Review Section

    348 votes

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    18 comments  ·  Redtail CRM » Client Reviews  ·  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!

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    Melissa Drummond commented  ·  Aug 14, 2023  ·  Delete…

    Date last met is a crucial addition that needs to be made ASAP so that it can be added to custom exports. I see this has been on the agenda since 2019... but it is 2023...

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    Melissa Drummond supported this idea  ·  Aug 14, 2023