Add More Marital Status Options
Right now there are only 7 Marital Status options: Divorced, Life Partner, Married, Separated, Single, Unknown and Widowed. I would like Redtail to add "Divorced and Remarried" and "Widowed and Remarried" as two new options. If there is a change in divorce law, we'd like to filter our clients and send correspondence to any client who is divorced or has previously been divorced, but Redtail only allows the marital status of a divorced and remarried person to simply be "Married". Additionally, a widowed and remarried person often has different estate planning goals we should be sensitive to (i.e. leaving inheritance to children from first marriage and caring for current spouse).
Rob
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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Greg Lebold
commented
being able to see a widow and remarried or multiple marriages due to divorce seems like a pretty common situation and we should have a simple way to document.
Suggestions if you aren't going to add dropdowns or customizable fields?
Thanks. -
Shawn Clark commented
Please make this a field we can customize. We'd like to add engaged as an example.
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Pamela
commented
I would like the header on client profiles to reflect "Life Partner" instead of "married to". We have many clients in the LGBT community who are not legally married. This status needs to be properly reflected so as to avoid any marital status confusion.
Thank you for your consideration! -
Katie R
commented
Is there a way we can add an option to pick the type of relationship instead of defaulting to "married to?" Can there be an option for "life partner" of even changing to "living with?"
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Jill S.
commented
Would like the option of "Registered Domestic Partnership" added as an option please