Feb '24 • Questions
Recently Received Question: How do you update the Family within Redtail?
Go to the contact record and click on the family name. This should appear towards the top of the page right after it says “married to…”
To change the Head of Household: Click on the little gear icon on the far-right side of the page.
- Click “Change Head”
- Click on the family member that should be the Head of Household.
- Click on "reset family head"
To change the role or delete a family member,
- Click on the micro-family tree icon in the space of the contact.
- Click “remove from family.”
- Another pop-up will appear and again click on “remove family member.”
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Recently Received Question: How do you update the Family within Redtail?
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