Adding Dependents
Is there a way to add a dependent to a clients household when the person that we would like to link is already a head of household too? When I try to add a family member it will not populate her name that is already in our data base. It makes me set up a new contact than then all her information is blank if we open it under her parentr.
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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Zach commented
I made a comment on another post about this. I believe that the head of household should be a check box for this reason and that the family linking screen needs to be much larger and more like a family tree. My mom is one of 8 kids, mostly girls, and there should be a way to group all of them together in a family under my grandparents. Obviously, they are all grown and own their own homes, and being able to mark head of household via check box would make it easy to distinguish if anyone still was a dependent of my grandparents.
There are many other examples in not only our firm, but firms everywhere that have multi generational clients and I believe that grouping them together in the family would make it easier on staff to recognize the nepotism.