Retired next to previous occupation
Make a way to add if a client is retired while still having their previous occupation listed. Maybe a checkbox or parenthesis next to the occupation at the top of the client page or in the contact details.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Daniel Porter commented
In the help section there could be more specific best practices for each feature without watching an hour long video. A best practice her is to change the job title to "Retired" on the main contact screen. The "Employments" subsection under Professional contacts has this feature to track termination from each place of work.