Option to Link Any/All Data to Spouse's Record
It would be helpful to have the option to link both spouses with all their info (SSN, Bday, email, ect) all under the Family Head. It is inconvenient to have to to enter the clients as two seperate intities when they share the same income and assets, etc. The family Head needs to have one quick way to enter all the spouses info. Also known as a "House Hold".
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Chuck Vercellone commented
Additionally, the main contact information may mirror to the family member but it does not transfer via Retriever - all contact information must be dynamic and allow for syncing. Having to duplicate the information on each record manually just so it syncs is not the answer as any changes need to be duplicated also.
Scott Zuckerman commented
I can't understand the logic between allowing a user (non-admin) assign a team to an individual when they enter a new entry, but when they add a spouse or dependent the team doesn't transfer to those entries. The user cannot go in and assign the same team because they don't have permissions. The only way around this is to answer each person as a separate contact, enter the information each time and then going back and linking them all together. This is a long-drawn out exercise. If there is a family of five people, you have to duplicate all of the information five times.
Niki Canotas commented
Maybe a simpler thing to do would be to have a "Copy Contact". T?hen you could copy the contact (perhaps minus SS# and birth date), then update the name to the spouse's name. Poof! All the same data.
Ardala Evans commented
When entering a spouse along with a new contact, please have CONTACT DETAILS populate in the spouse such as: STATUS, SERVICING ADVISOR, WRITING ADVISOR, CLIENT SINCE. And most important the PERMISSIONS.
As a CRM Admin, when using the Permissions Report to search for Not Permissioned contacts, you have to search by Servicing Advisor. These spouses can't be found in this report to add permissions to because they don't have a Servicing Advisor!!! It is a bad scenario to have contacts that everyone can see in the CRM.
Luke Baumgarten commented
Can you please look at this? It is very important to our process and how we enter contact information.
when adding a contact, if i also add a spouse and then choose to apply permissions, the spouse should also have those permissions applied to their record.
Have the ability to upload a document and copy it to another account such as a spouse.
Luke Baumgarten commented
When adding a new contact and their spouse, please give the option to check a box to give the spouse the same permission that is selected for the contact when first created.
This feature will save Advisors lots of time, especially ones that have multiple advisors on the same database.
Again this is what I am proposing:
When initial Contact is created with Spouse info added. before saving all the info on the last part of the page. Give the option to check a box to give same permission to spouse that is given to the new contact created.
Would you please update the system so that when a new married couple is entered into the system, certain contact details copy over to the other spouse?
Also please automatically default any new note/activity to be viewed by the team/advisor the client is assigned to.
Sandy Cordell commented
I soooo agree. I have a case today where I need to add a business and then 3 different people, all of which will have the same address and phone. I have to retype all that data 4 times. Would be great to add the company record contact data, then client on duplicate contact record data and it prepopulated to main data.
When we add a contact's employer information, it automatically creates an employer record with a status of Not Specified. It would be nice if we had more options to enter information for the business while we were adding the new contact information. Redtail automatically creates records for spouses and employers, but we still have to click in and out of all of those other records individually to do necessary the data entry. Giving us more options when we're adding the original contact would be nice.
On this note, we need way to easily "un-link" spouses. Family situations change and we need a more efficient way to deal with divorcing couples and separating them in Tailwag. The way it is now, all the shared information is deleted from both records when you remove it from one.
Valerie Martin commented
I agree and would like to suggest that there are other fields that should link between spouses, Important Information is a big one, Keywords and UDFs are another, Joint account information, are a few that I can think of
Can you please please make this update asap? We enter couples into the system at least half the time, and it is SUCH a pain to have to go into every single spouse record afterwards and add in all the same information! Obviously the "Status" should default to "Spouse" automatically, but Source, Category, Agent fields, etc. should all be the same as the main contact. If for some reason we need to change it later we could, but 99.9% of the time it will always be the same as the family head!
Katelyn Fife commented
It would be helpful if "servicing advisor" and existing permissions would carry over to linked contacts such as spouses and children. When we moved to the new tail wag, we had an issue of everyone in the office being able to see contacts that were linked to existing contacts because it defaults to no servicing advisor.
Mickla Adams commented
Has there been any movement on this issue?
My current frustration besides all those mentioned by others is the email. There are only 3 fields and if I enter both spouses email on the primary (so as to see them both when I pull the contact up) then I get duplicate entries in my spreadsheets when I do a export, requiring me to remove all the extra's before I can do the mail merge I want. This becomes quite tedious and time consuming.
When will linking family contacts of all the main information that is changed, can be changed in all of them.
It appears when entering a new contact and spouse, the appropriate servicing advisor and contact permissions don't promulgate to the spouse contact that's created.
For instance if you input information for Primary 1, and Spouse 1, enter servicing advisor Advisor 2 and restrict permissions to Team 2 and save.
Open contact for Spouse 1 and there is no servicing advisor in their profile. While the serving advisor can be entered, the contact permissions can only be changed by an administrator/super user.
If spouse is a new contact, the servicing advisor and permissions entered for the original client should follow.
J Hansen commented
Would be helpful to have the option to link Status and Category between all members of a household. For example, if we change a contact from a Lead to a Prospect, and then to a Client, we have to change both spouses each step of the way. If the Statuses (and Categories) had the option to be linked, we wouldn't end up with inconsistent statuses / categories between spouses that we now have.
It would be nice to have a "apply change to household/family" option. Right now I'm having to update a families address and there is not way to apply to the head of household and then have it apply to everyone else. These clients have 5 children, all with UTMA accounts so we need to have each child have correct information in case we need to pull up a form in Laser app for them. This means that I need to update the (same) new mailing and legal address in seven contacts.