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.
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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!
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Isabel commented
Yes, all of these automations mentioned in the original post & comments would be helpful to reduce data entry time and potential errors.
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Anonymous commented
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
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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.
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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.