Automatically update Marital Status to Married if attached as a spouse
When you create a new client and list their spouse's name which also creates a client record, it would be great if we didn't also have to list under the contact details that they're married. It should be automated since we listed a spouse for them.
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!
Yes, all of these automations mentioned in the original post & comments would be helpful to reduce data entry time and potential errors.
Data like address, phone numbers, email, marriage address should populate across both client and spouse of client. Clearly they should have the same wedding anniversary
Suzanne Rodriguez commented
It would also be nice if the status, category and source carried over to the spouse when adding both contacts at the same time. I have a suggestion out there for that, but I thought you suggestion deserved a vote.
Paul MacDonald commented
When entering data, how about allowing for marital status & *** to be entered with all the other data? Also, when you click married for one spouse, how about defaulting to married for the other.