Link to spouse record

Under actions, add a box to click that would copy the notes to the spouse record if selected. This would be helpful for meetings where both are present, or if it's important for notes to be reflected on both records.

  • Guest
  • Aug 12 2020
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  • Janice Winbigler commented
    September 10, 2020 15:37

    I agree! Taking it a step further, if they separate/divorce or if one of them passes away, it leaves a "paper trail" that is easily followed.