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

    Some clients have children and grandchildren who are also clients. If we link them all to the original source, they cannot then be linked together as their own family.

    Also, along with that comes the problem that I cannot establish a true family tree. It's the primary client and a list of their children and grandchildren, instead of a branch with each of their children that would then have their own family with their spouse and children.

    Anonymous supported this idea  · 

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