Lindsay Johnson

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  1. 9 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Lindsay Johnson shared this idea  · 
  2. 426 votes
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    19 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
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    Lindsay Johnson commented  · 

    Has there been any movement on this at all? My boss is asking again to be able to see the deceased spouse's date of death somewhere on the Personal Profile form. We want to ensure we are being sensitive to the client when they come in around the time of the death of the deceased spouse.

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    Lindsay Johnson commented  · 

    I would also like to see an area where it notates the date of death on the Confidential Personal Profile. Because, at this juncture, the deceased spouses have to be removed and put under memberships, there's really nowhere on the form that shows the date of death. Maybe when you change the status from 'Married' to 'Widowed,' there could be a date there showing the date of death for the deceased spouse by the anniversary date.

    Lindsay Johnson supported this idea  · 
    Lindsay Johnson shared this idea  · 
  3. 385 votes
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    38 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Lindsay Johnson supported this idea  · 
  4. 143 votes
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    15 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Lindsay Johnson supported this idea  · 

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