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.

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Upvoters
Status

In Review

Board
💡

Feature Request

Tags

High Priority

Date

14 days ago

Author

Ashley Anderson

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