When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.

I'd prefer the ability to add UDF's at a household level instead of a contact level. Of if they have to be by contact, make them mirror each other when a contact is in the same household as another contact.

Add the ability to add Beneficiaries under the "Family". Currently you can "Add Spouse" or "Add Dependent", we need another entry to "Add Beneficiary". I realize that there are other ways to do this i.e. "Memberships", but by putting the info here, it would flow to programs like Laser App.

When putting a family together, I think there should be more options than just married. We have some clients who become POA or even guardian of our clients and it is hard to connect them. If we were able to have more options like "Guardian of" instead of married it could make it easier.

With so many complicated family trees of divorces, 2nd and 3rd marriages, and children mixes among, I would like an improvement on the family tree mapping. I want to be able to look at a client and see their relationships to other clients in a more visual way than just the memberships tab. Thank you.

It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.

pahartwell@royalaa.com

I think it would be a great idea to have household documents. This would reduce the double entry of documents under each contact.

In the Household section, when you click the button to add a dependent... it prompts you for name and relationship. How about letting us put in the DOB and Social Security number too, optionally? Frequently, we will have that information and nothing else, for beneficiaries. Saves the step of having to then go into each profile and enter it. In a household with 4 kids, it saves several minutes.

It would be ideal if: the Family feature can accommodate entity names instead of just individuals or adopting a Household category as means for showing entity names (trusts/business entities etc...) in conjunction with the client relationship.

Due to our aging client base and unmarried clients, we would like to suggest adding a field in the Client Profile under Family to not only include spouse, dependent and other ... but to include brother & sister. Thanks kindly for this consideration!

I love the ease with which we can add new family members in this field. My request is... if I need to create a new contact record using this field... can the system prompt me for DOB and Social Security number too? Many times I have to add 3-4 children at a time, and that's all the info I need... much easier if I can do it right there, than if I have to go into each contact record individually and add it later. Thank you!

When a client passes away, and there is no spouse or children, but they have a brother or sister. We create a contact for them, but how can we link them together like we do husband and wife? and not have it say Married to when they are family member. Is this possible.

It would be nice to have a family tree view, so that you can visually see all family members linked as families or as memberships in on area.

Today's family's are not the "normal family any more. Sometimes people dont get married, haven't gotten married yet, or will never get married but live happily after for years to come. Please add "significant other, fiancee"and any other terms you can think of that describes the 21st century household. How do gay couples call each other? Husband and wife? Even if they are not married yet?

We often don't have address info for adult children of clients. When adding an adult child to a family - we use this to group them instead of memberships - we'd like to have an option to classify them as an adult child and have that classification mean that the family head's address and phone info will NOT automatically populate in the adult child's contact card.

When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.

Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.