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Family & Friends

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Add Suffix and Title Options on Case Summary

It would be helpful to be able to see the suffix for the Family & Friends on the Case Summary page, or at least have the option to toggle that information on/off for the display of each F&F name.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Child/Children Relationship

Could there be an additional family relationship option for Child/Children.
Guest about 2 months ago in Case Management / Family & Friends 0 Gathering interest