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Suzan

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    5 comments  ·  Redtail CRM » Family  ·  Admin →
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    Suzan commented  · 

    OK.....frustrated with missing marital status option. We are starting to see a common theme among our clients as having a boyfriend/girlfriend. They don't live together, they have separate accounts, and we can't really link the household together because their notes will need to be kept separately, but they still need to be identified that they are together. Need to add the marital status Girlfriend/Boyfriend with a field next to it that you can add their name which can link to their account page, but it will still keep the household indirectly linked. Please expedite this so that your Redtail database information is Accurate. Thank you in advance for your help and your time.

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