Add Spouse info on New Individual page
The only info you can add for Spouse on the new client page is name and job info. Then you have to go into the spouse after saving to add contact details, DOB, SSN etc. It would be great if all that info could be added on one page. And it would be helpful if the servicing and writing, status, category etc would copy over to the spouse.
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!