Practice Manager - Family or Sibling Relationship Type
Can we please have a general Relationship Type option for relationships such as "family" or "associate". This would be for general family relations like siblings, cousins, in-laws etc.
Jennifer Morris
shared this idea
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Caryn Rennie
commented
Agree - this is a critical feature to ensure we understand our client structures
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Jan Donnelly
commented
We had this feature in our Practice Manager but in the recent update it has disappeared. The clients that have associates already linked are still showing. However, we cannot add any new associates to client which is very frustrating.
This is an essential feature as we have large groups with many entities and/or family members. -
Katie Terpstra
commented
Agree - this is a critical feature to ensure we understand our client structures
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Felicity Charles
commented
Agree - this would be a critical feature to help staff and ensure nothing is missed
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Matthew Baum
commented
This would be handy as not all family members have the same last name so would make it easier to search and identify family relationships
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Tahlia Sinnott
commented
It enables us to create structure diagrams and understand our clients structures (and not make silly mistakes)
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Dylan Davis
commented
Absolutely essential! Can't believe this hasn't been actioned already