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".
We've added features that make filling out family records out faster and easier than ever before! Here is more information: https://help.redtailtechnology.com/hc/en-us/articles/203978350-Defining-Family-Relationships
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Hannah commented
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.
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Jay commented
When adding a new contact to the crm, if you add an individual with their spouse's info and employer info, the viewing permissions default to everyone for the spouse and employers. If anyone on our team that does not have admin rights then tries to change the permissions afterwards they cannot as they are not admins. Can you fix this by allowing viewing permissions and status to be assigned to all of the parties in a new contact.
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Suzanne Rodriguez commented
Thomas, I've had this suggestion out there since day one. In the NEW CRM, NONE of the spouse info carries over. You have to edit category, status.....everything! We should be able to do this ONE time, so I gave you 3 votes!
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Becky Beltran commented
This would be great for our office since we have 22 UDFs that need to be entered manually for both spouses! That's 44 fields! Eeewww.
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Shari San Miguel commented
This is definitely a great idea. Goes far in helping with time management versus more data entry!
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Sheri Hersom commented
It would also be nice if Marital Status defaulted to Married when you add a spouse on the New Contact page.
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Sheri Hersom commented
I would also like to see the Status set to Employer when the record is created from the New Contact or Basic Information. Currently it defaults to Not Specified.
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Sara commented
When I add a husband and wife under the "Add New Contact" page, I would like the wife to automatically have the same Status, Category, and Servicing Advisor listed. Right now you create the contact & family and then have to edit the wife.
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CDR commented
I have NO votes left (NOTE TO MANY BUGS TO REPORT THAT HAVE NOT BEEN R EPORTED) but this really only makes sense! Also, change Marital Status in both locations it seems silly to have to go to two records after they are linked and change this information. :(
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Laura Stone Shifflette commented
This would be a great enhancement as this has been a point of frustration for us in the past. Most of the time, lots of stuff is the same for both spouses, so lots of duplicate entries required when setting up spousal records. Even the option of something like a button "copy this info to spouse" - then the ability to easily edit for differences might do the trick