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Payers - Option to not add person/place to F&F page

When adding a payment and selecting "Other - Person/Business/Org", the payer is automatically added to the F&Fs page on the primary tab. This causes them to populate on documents listing family members when they shouldn't.


We need the option/checkbox to not add them to the F&F page like we have the ability to do on Trade cases when selecting a Trade Business (see screenshots).

  • Erin Merriott
  • Jul 2 2021
  • Future consideration
  • Attach files
  • Erin Merriott commented
    3 Nov, 2021 06:10pm

    I received another request for this today (different customer). They also requested to have the same option for people with roles like Pallbearer selected. If they have the role of Pallbearer selected they are automatically added to tags for Family and Friends even if you unselect them from the Primary tab. Her reasoning was some Pallbearers are hired or not close enough to the family to be listed with actual family and friends in documents.