Practice Manager - Relationship Type
Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.
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Elisa Harris commented
Even if it's just a custom relationship, so I can fill in what I want (eg sibling of, grandchild of)
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David Lennon commented
Can this be made a priority? Would like to see ex-spouse added to the list too. For a number of clients we still represent both husband and wife, although divorced. We don't want a staff member to make an assumption based on surname, or a prior yr return when they were together. How are firms tackling this in the interim?
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Molly Mason commented
Add a relationship to be 'partner' rather than just spouse as clients are not always married. No way to reflect this accurately
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Muhammad Mansha Shahid commented
Agree - this is a critical feature to ensure we understand our client structures.
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Rachel McCoy commented
this would be very helpful!!
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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