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!Linda Ochs shared this idea ·
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!Linda Ochs commented
It would be very helpful if the date of death of a deceased spouse were listed on the Client Personal Profile report. A client is listed as a "widow" or "widower" if the record reflects that the spouse is deceased, but it isn't know from this report when that person has passed away.Linda Ochs supported this idea ·