Combine Family Records
Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.
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!
Tom M. commented
It would also be helpful to see DOBs and SSNs on the family page. There is so much empty white space on the Family screen and it could be so much more functional. This would be helpful when completing paperwork, especially when it comes to beneficiaries, and not having to switch back and forth between family members for DOB and SSN info.
When I first add in a "new client" it gives me a place to put in a cell phone, but doesn't give me the ability to put in the spouses cell phone or email address on that initial screen. I have to save the file, then go back and open up the spouses information to add in a cell phone and email address. It would save time and effort if I could add them on the initial client creation screen.