Link client to each other.
We have a lot of clients who come over for a session, and a year later we have their family over.
It would be very nice to be able to link different clients to each other so that we know/remember that they are family of other clients.
Kwinten Verspeurt
shared this idea
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Duane Murphy
commented
We host at a lot of tradeshows and will quite often have multiple family members, husband and wife (may or may not have same sir name) or parent, child, grand chile come to a show and there is no way to link them together to show their relation AND toggle to each of the potential clients as a related or referal.
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nick boswell
commented
I agree. This is a good idea, as many of our clients are not family members, we want their records separate, but also want to be aware that they are friends / co-workers etc.
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Gordon Geraci
commented
Maybe this could be done with a new tab within the client profile called "Linked Clients"