Andrea Bauter
My feedback
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166 votes
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!
An error occurred while saving the comment Andrea Bauter
supported this idea
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82 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Andrea Bauter
supported this idea
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An error occurred while saving the comment Andrea Bauter
commented
A spouse/child's information is very important to have especially since we can send the info to apps like Laser App to fill in forms. We don't need these family members to be contacts, but definitely for beneficiary forms or joint applications. An "Add a Spouse" or "Add a Child" feature would be wonderful since the address information is all the same and would save on time of typing in information that RedTail already has.
Sometimes a spouse actually becomes a client. When this happens, there are forms to completed. When we try to "send to Laser App" from the spouse record, only their name gets transferred. There address and phone numbers don't get linked and we end up having to type all this info into Laser App manually. I know we can go through the primary contact record and change all the necessary fields to the spouse in the Laser App form, but that causes an opportunity to miss a necessary change. It would be beneficial to go directly from the spouse record in Redtail to Laser App.