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Melody Simpson

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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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    Melody Simpson commented  · 

    We are launching a
    multi-generational campaign and having trouble getting a list made
    with pre-filled and organized data about a family line.
    When we import lists currently we can get everyone with that last name or if you know the other last names in the family you can do a search.
    We are looking for an option where you can click a button on the
    family head and instantly get an import through excel or a pdf of
    everyone attached to them and the relationship of that person in an
    easily read format. It would be great if you could have the children
    in order of age and then their children underneath their parents (like
    it would be read on an actual family tree) and their birthdays.
    Thanks!

    Melody Simpson supported this idea  · 

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