Edit Profile as Family
J
Jonathan Scruggs
It would be nice to edit a "Family" profile. For example if the phone number or address changes, you don't have to manually change it for each person in the family. I realize you can already do something similar to this with the address but having an overall view of the family profile would be very handy.
Sabrina Sherman
Merged in a post:
Update family address - select family members
Benjamin West
When selecting the option to update family addresses, it would be helpful if there was a pop-up to select which family members to update the address for - all or selected.
We find, with ever more complex family relationships, and attempting to use Elvanto's internal family structures, that some of our admin teams are inadvertently updating addresses for family members who live in different locations. For example, just yesterday I accidentally updated the addresses for the grandparents of a family when I only intended to update the address for the parents and children.
This feature wouldn't prevent anyone making mistakes, but it might at least prompt some thought. It would be even greater if the pop-up showed the two addresses for each person in the family - maybe show the addresses in a condensed tabular/grid form like it can be shown in reports/views.
Sabrina Sherman
Merged in a post:
Update Family Home Phone
T
Tyler Rasmussen
The "update family home/mailing address" checkboxes are great.
Mobile phones are generally unique to one person, but home phones are shared by the whole family.
It would be great to have an "update family home phone" checkbox so that when changing the home phone number, it updates for everyone in the family.