adult children
We need a Family Tree tab or a section devoted to keeping track of and quickly communicating intergenerational relationships. The membership tab should be renamed/replaced with sections that show dependent (within household) and non-dependent relationships (within family but outside of household).
107
votes
Vanessa Zook
shared this idea
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Erica Sweeney
commented
This would be a major improvement and should be prioritized.
It's a necessity for people with the same exact name, or for divorced spouses, business partners on joint accounts, etc.
It's very tricky to try to determine relation, especially when they have age / last name that gives no indication they're a part of an existing client's family/network.