Skip to Main Content
đź’ˇ Share your Ideas!
Status Future consideration
Workspace Case Management
Categories Family & Friends
Created by Melissa Bowen
Created on Jun 19, 2024

In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant, co-purchaser, ect., so if/when they pass we already have some of their vital information and the family will not have to search for it.

  • Attach files