Add ability to update spouse record at the same time

For screens that allow the addition of constituencies, documentation, notes, attributes, event registration, etc., we are requesting the ability to update the spouse record at the same time. Users spend a ton of time having to turn around and add the same thing to the spouse. The suggestion is to possibly add a check box users mark when adding these types of items. It can reflect “Add to Spouse?” or maybe "Include spouse?" and then those edits would be duplicated on the spouse record.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Allen Roth commented
    29 Jun, 2021 09:29pm

    We are most interested in this functionality for adding Documentation

  • Allen Roth commented
    29 Jun, 2021 09:27pm

    Please extend to be able to include children. One way to implement this is the same as the "Participants" functionality that is on Interactions.

  • Jane Kenny commented
    12 Oct, 2016 06:04pm

    Is this for RE7?  I voted based on RE 7

  • Nakia Beasley commented
    15 Jan, 2016 02:39pm

    It would be extremely helpful for me to be able to add notes in both the original record and the spouse's record at the same time without having to copy and paste.

  • +8