Settings and activity
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17 votes
David Lennon
supported this idea
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109 votes
David Lennon
supported this idea
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198 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
David Lennon
supported this idea
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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?