Create a Client Review at the Household Level
How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.
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!
It doesn't really make sense how a lot of info that is on the household lvl isn't shared that way within RT. They only grab contact info.
Glen in Canada commented
agreed! copy review to spouse just as we do comments!
clone feature please
When updating a client review date, can you have a link right to the spouse that opens directly to their client review date page?
Sheila Peress commented
more than 90 % spouses come together to the same review. Therefore, there should be a way that the review date info and activities appear on both profile at the same time. Do it the same way you handle how assets can show.