Field for date of spouse's death
We often have clients whose spouse is not a client. It would be nice if we could record the date of the spouse's death in the client's record (rather than making the spouse their own record) and have the option for a reminder on the anniversary (like birthdays and marriage anniversaries).
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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Cassie commented
Within the Family Name/Spouse Link... Don't remove the spouse entirely from the family name, rather, change the Spouse to show as Deceased within the Family Name.
If the Spouse is removed fully from the Family Name/linked spouse, it's difficult to know at a future date who their spouse was at the time of death/widowing..
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C Reid commented
Our business helps widows. We could really use a Date of Death Anniversary field that sets off a reminder each year on the anniversary of a spouse's death, along with how many years since the date of death.