Family`File

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Amber Freeze-Carter

• October 06, 2022 21:42

Any new information about SP creating a family file? I see a couple and then the family of 4 and I need to keep those two files separate. Currently, it looks like a duplication of the couple. 

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  Sara

  • October 07, 2022 16:12

  Hi Amber,

  Currently we have not made any feature enhancements that have changed the workflow we currently promote for managing family clients. We recommend creating a client and then adding the other family members as contacts. If you need any assistance with this, please create a Help Request.

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