AnnMarie Hoerr
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1,371 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Our office uses the Family section to keep track of Family relationships of children (dependents & grown), parents, siblings etc. Currently, if a child, parent, or sibling is a client, a second record is required in order to link information under a "Family" other than their own. For business purposes, it would be great to be able to link their name, date of Birth and Social Security number.
Can you work on having one entry possibly per social security number allowing certain client data to link with another client record under "Family"? It would be great to be able to print a Family list. The list could go as far as categories.
Children - Minor Child / Adult Child
Parents
Siblings
CPA
Attorney
Executor
Aunt
Uncle
Brother
Brother in law
Custodian
Daughter in law
Extended Relative
Father in law
grandparent
half sibling
mother in law
nephew
niece
step daughter
step parent
step sibling
step son