We are a tax/financial services organization and it would nice to see my client’s dependents when pulling up their record without me having to open the tax software. We also have a few clients that have the same name and do not use Jr or Sr, so if I pull up their records and see the spouse and children I will know who is who right away.
Please develop this feature as soon as possible. We used another CRM and they had this feature and it was amazing to see the client relationships all from one screen. It also allows you to develop a deeper relationship with the client because we know their spouse and their children’s names. And being able to see that an entire family is coming to you is amazing and should be recognized and rewarded.
Thank you!