Within the family section of the relationship please add Father Mother- today many children are taking care of their parent.
Example, we have a child who is the POA for our client, the client will never call here and our only correspondence is with the POA. I want to be able to add the POA as Head of HH and add the client as a Mother in the housefhold The POA does not have an account with us so if she calls I want everyone to be able to see the correlation so they can pull up the mother's account. Without going and hunting in the membership link, which is extra steps for when someone is calling in. Thank you. Debbie Anderson
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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Holly W commented
Good point and great idea