Russell L.
My feedback
2 results found
-
9 votesRussell L.
shared this idea
·
-
43 votes
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!
An error occurred while saving the comment Russell L.
supported this idea
·
I noticed when creating a family some things that should be obvious
to link together in fact don't. For instance I enter John Doe and
select that he is married and input the anniversary date. When I go to
his spouse's contact page, it'll say "Married to John Doe"
underneath the name. However, in the section of married/anniversary it
is left blank still.
The system obviously knows how to link some information because when I
input a home address or home phone number, it will copy it to the
person I have selected as the contact's spouse.