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.
Bobbie
shared this idea
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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Lauren Hollenkamp
commented
In the same vein, any client update made in a "Household" record, should automatically reflect on the Spouse too. Sure maybe not every note is applicable to the other person, however I know I would prefer a holistic view of the household vs. individual.
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Ethan Klee commented
Alternately, for spouse linked contacts - lets have a toggle button that lets up click to the other spouses name and display their KYC section.
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makenna
commented
an option to check a box when updating a clients last review date to also update the spouse would be very time saving
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Taylor Sandoval
commented
Client Review dates should reflect as a HOUSEHOLD. I think it would be very helpful if we could update the head of household's client review date and that it would automatically update the spouses client review as well.
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Megan
commented
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.
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Glen in Canada
commented
Excellent idea.
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Ixy
commented
agreed! copy review to spouse just as we do comments!
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Anonymous
commented
clone feature please
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Anonymous
commented
When updating a client review date, can you have a link right to the spouse that opens directly to their client review date page?
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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.