Lasting Power of Attorney / Relationships

I think there should be another addition to the available dropdown Relationships in Plannr. Attorney is one of the options, but if you look at the opposite relationship it is Client. This appears to be the American use of Attorney as a Solicitor. Having a LPA on the Dashboard front page would be very helpful both to admin staff dealing with LPA Donors and LPA Attorneys. It is also a far more common relationship than most of the available dropdown categories. Do you agree?

Area of the system
Clients

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

7 months ago

Author

John Reilly

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