Household
Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.
It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.
PS We have a screenshot that we could share to better illustrate the request. It would be helpful to be able to attach/insert as part of the suggestion process.
Anonymous
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!