Hello,
I’m thinking to use the crm to manage some of our client’s needs and profiles.
our clients are family members.
each family member can have its own account, but they can be also having the relationship for easy navigations.
Example:
If I have a client who has a wife and one kid.
So once I create an account for the husband (father) and fill all his info, I would like to add related relatives tab in form to add other accounts if this person has family members. that will have other relatives profiles, wife, son, … etc.
Each relative’s profile is a separate account, also the possibility to remove the related accounts … etc.
Is that possible?
Thank you so much