A more user-friendly way of entering several family members
When adding several family members to a client's record the method can be time consuming (particularly for some members of staff) only allowing one member to be added at a time. It would be preferable to be able to add multiple family members in one go without the window closing each time.
14
votes
Anonymous
shared this idea
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Jesse Starr
commented
This would be huge. A good way I’ve seen this is done is by basically having a table that has Name, Relationship to primary client, phone, email, birthday columns and you can fill it out and hit return to add as many as you need.
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Lisa Dunlap
commented
It would be so helpful to be able to Create an individual client of each family member listed in the senior record that carries the info already entered (name, address, family members, bday)