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Status Future consideration
Workspace Case Management
Categories Family & Friends
Created by Jessie Goggans
Created on May 26, 2022

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited.

Some users find important information is difficult to find & add into acquaintances because it is beneath the "Additional Information" link.

See screenshot

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  • Erin Merriott
    Jul 28, 2022

    Related to comment

  • Erin Merriott
    Jul 28, 2022

    Another customer suggested moving the additional name fields and birth info for family & friends below the spouse and address since it is used rarely.

  • Holly Stammis
    May 27, 2022

    I don't even know if it has to be customizable, I think everyone would agree that adding both the address and the "spouse" field to the primary view would be helpful. You could just do that.

    And being able to add the spouse name without adding them to the list of acquaintances would be nice. Like I might just know the daughter Beth's husband's name is John. I'd like to just put "John" in her spouse's spot.

    While you're at it, can the friends and family page have a drop down of the contact information similar to what's on the case summary page?

  • Guest
    May 26, 2022

    Yes! & also allow us to easily type the spouse in rather than having to go through drop down menus first!