Redtail CRM
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Allow there to be a way where you can designate a client (when an individual) as "Retired". Have a dropdown location in the Basic Info by th
Allow there to be a way where you can designate a client (when an individual) as "Retired". Have a dropdown location in the Basic Info by the Employer or in the Contact Card. Then allow that be a filter one can use when creating tag groups and/or Quick lists. Thanks!
3 votesWe recommend entering "Retired" in the job title for the contact. This is a dynamic list within the CRM, and once entered on one contact, the option for "Retired" will show when typing in the job title for future contacts. This is a searchable and reportable field!
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