shared family contact address and phone info
We often don't have address info for adult children of clients. When adding an adult child to a family - we use this to group them instead of memberships - we'd like to have an option to classify them as an adult child and have that classification mean that the family head's address and phone info will NOT automatically populate in the adult child's contact card.
40
votes
Donna Reaves
shared this idea
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!