Client contacts
I see minors and I need to be able to connect their parent’s information to their file easily without having to create the parent as a completely new “client”. This makes more work for me when I need a parent’s info, and instead of looking for it within my client’s “relationships” or “contacts”, I have to search the parent’s name/info separately.
This request was merged into another request
Comments1
Laura Leedy
Apr 7
This is essential, especially to ensure all paperwork is completed by both parents as is required in my state! Would absolutely LOVE to see this happen!