Add 'Engaged' to Marital Status
Allowing us to record when a client is engaged, though not a legally binding status, lets us prepare to have a conversation around merging assets and the other financial impacts of marriage.
56
votes
Megan
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!
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Anonymous commented
Please consider this addition. We would also like it to be enforced.