Leo O'Connor Jr
My feedback
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15 votes
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15 votes
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6 votes
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10 votes
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18 votes
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117 votes
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143 votes
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17 votes
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24 votes
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40 votes
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57 votes
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7 votes
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43 votes
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47 votes
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54 votes
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79 votes
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An error occurred while saving the comment Leo O'Connor Jr commented
It would help to be able to add entities to families and, on occasion, add a contact to more than one family. How I solve Marty's issue myself is to link the client as owner/joint owner so the account appears under more than one contact. Where I want to link it to grantor, beneficiary, and trustees I don't have enough fields to do. (I do that with contacts under membership).
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292 votes
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18 votes
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20 votes
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Your family group now means dependents, it might be nice to put in basic info on relatives that are not dependents and you don't want to make separate contacts for (that would have to be relabeled or deleted when the client left). A family tree spot wouldn't be bad.