Distinguishing minor children from adult children
It would be ideal to be able to distinguish minor children (who need to have the same contact info as the parent) from adult children (who need different address/phone, etc., from the parent), yet still be able to see them in the same list (not half in Memberships and half in the family area).
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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Anonymous commented
We have clients whose children are clients and beneficiaries. We would like to be able to add them to the "parent" contact and/or have a place to add Beneficiaries so that when completing documents on Laser App, the fields will populate with the "childrens" information.
Sometimes the beneficiaries are not the clients child, could be a sibling or other relationship.
We use this alot and would look forward to an update/enhancement!
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Betty commented
This will greatly improve our efficiency when we move the information to laser app especially with more of us using esignature capabilities for client signatures on forms. So if we have a client opening say 4 IRAs we don't have time type beneficiary info say 4 different time we can just pull them into the laser app from with name, ss# and date of birth. It would also be helpful to have the ability to add siblings in the family section too because of single people who don't have children oftne name their siblings.