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
  • Attach files
  • Allen Roth commented
    June 29, 2021 21:29

    We are most interested in this functionality for adding Documentation

  • Allen Roth commented
    June 29, 2021 21:27

    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
    October 12, 2016 18:04

    Is this for RE7?  I voted based on RE 7

  • Nakia Beasley commented
    January 15, 2016 14:39

    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