Defining Family Relationships

January 15, 2020 – 09:26 am

By creating families within Redtail CRM, you can quickly and easily see related Contacts in one place and quickly access family members’ records. NOTE: we recommend adding family members that don't live under the same roof as your Family Head via Memberships. You can learn more about Memberships here.

To set up a family, first go to the contact’s record that you want to serve as the Family Head and click Create a new family within their Basic Information section:

After typing in your Family Name, click Create Family. You can then click the Family Name to begin adding Family Members:

After clicking the Family Name, you'll see the below:

From here, you can link an existing record from within your database to your Family Head (or add a new record and link it to the Family Head). Just choose whether you are adding a spouse or a dependent and click the corresponding choice, at which point you might see the below (if you chose Spouse):

If you begin typing their last name in the Contact box, you’ll see options come up that match what you’ve typed, at which point you can select the appropriate name. Then, click Add Spouse (or Add Family Member).

Repeat these steps to add additional family members to the Family Head's record. If we were to add a spouse and one child, this record's Family section (which is accessible by clicking the Family Name from any of the member's contact records) might then look like the below:

Note that their are two icons in the box for each Family member displayed:

Clicking the first one will allow you to change the family member's relationship to the Family Head or to remove them from the Family. Clicking the second one will allow you to take a quick glance at their Contact Card.

Also, note the Actions menu in the top right corner of this Family area, as clicking it gives you some additional options:

  • Edit - this allows you to change the Family Name.
  • Add Member - this is just another route for adding additional family members.
  • Change Head - this allows you to change which record is set as the Family Head (which is ordinarily determined by the record from which you originally created the Family)
  • Delete Family - this deletes all Family relationships, but does not delete the individual contact's records from your database.

Source: help.redtailtechnology.com

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