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Jordan

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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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    Jordan commented  · 

    Could the Membership tab be linked under the family section or shown like a web (like the dependents show)? There is a section for dependents, however most of our clients have adult children and do not populate under the family. This would allow us to see all connections to that family in one area. The membership tab is hidden and it would wonderful to have it all under the family.

    Jordan supported this idea  · 

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