Anniversary duplication
When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.
Kevin Rogers
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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Anonymous
commented
Please make it possible to link more information between spouses. Right now we can only do that with addresses. I would like to do that with phone numbers, email, contact category, etc. Also, I need both the original AND the linked info. to come up in a search or quick list.
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Russell L.
commented
I noticed when creating a family some things that should be obvious
to link together in fact don't. For instance I enter John Doe and
select that he is married and input the anniversary date. When I go to
his spouse's contact page, it'll say "Married to John Doe"
underneath the name. However, in the section of married/anniversary it
is left blank still.
The system obviously knows how to link some information because when I
input a home address or home phone number, it will copy it to the
person I have selected as the contact's spouse.