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Autocreate Option to Make Spouse a Contact

We like to market to both spouses.  It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact.  This would really save a lot of double entry.

  • Guest
  • Jun 13 2019
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  • Admin
    LionDesk Product Team commented
    14 Jun, 2022 09:48pm

    We just launched new Contact LInking functionality which makes communicating with any two people on a single transaction much easier!

  • Mark Main commented
    8 Aug, 2021 12:59pm

    Or if the spouse didn't need a separate contact, but their information was available as if it were a separate contact.

  • Guest commented
    19 Sep, 2019 11:29pm

    This is so essential. In some cases, more than 2 people may share ownership of a property. being able to have this information put under 1 Contact would be very helpful.

  • Allison Hoffmeister commented
    26 Jun, 2019 07:16pm

    Great idea. This would save so much time. I have to either do double entry, or make a choice to only put notes in one of the sposes contact page to simplify things, but that gets mixed up too.

  • Guest commented
    18 Jun, 2019 09:58pm

    This would be a great new feature.

  • Guest commented
    18 Jun, 2019 05:39am

    I would just like the ability to be able to email and text the spouse. As it stands the spouse data in nonactionable.

  • Rick Tibbitts commented
    15 Jun, 2019 04:48am

    I agree that we need to be able to market to both spouses. Personally, I don't want to have a separate record for both spouses. I'd rather have an option when emailing to include spouse emails. I this option is available in a mass email, but not in single emails. Might not be a bad option to allow us to choose one or more phone numbers when texting too.

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