Spouse should be connected better
When searching for clients it would be nice if John and Jane Doe came up together. But if I search for Jane Doe as the spouse, it appears she is a separate client but with none of the functions of John Doe. If the search came up with both as one client with all the functions, it would make things easier. We have several clients with the same name but not the same named spouse. Then also a function to separate divorced or dead clients would be nice. For example when John Doe dies, we still have Jane Doe as a client, but now we have to mark John as archived and Jane has to be setup as a new client. As far as I can tell there's no way to switch the taxpayer to Jane.
1
vote
Kevin Boog
shared this idea