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1. Additional family options (not in the 'Membership' page)

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   5 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!

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   Zach commented  ·  Jan 27, 2020  ·  Delete…

   I'd like to add that the Family page needs to be larger - more family tree like. I would like if a prospective client comes in that i know they are the grandchild of a current client. Or further, be able to see niece/nephew, cousin, etc. Currently, all that is available is immediate household, and I don't believe that is nearly sufficient.

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   Zach supported this idea  ·  Jan 27, 2020