Allow us to edit suffixes
I have a client who is the VI but that is not available from the drop-down menu.
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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Jenna Barcley commented
I have a client that is also a VI and the option is not available.
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Denise Salzman commented
The Suffix, not the Salutation, should contain MD, PhD, Esq, etc. We should be able to maintain that field. It is not appropriate to send a salutation of "PhD Jane Doe"; instead, it should be "Jane Doe, PhD" or Denise Salzman, CPA or Mary James, Esq. or Elizabeth Smith, DVM, etc. In addition, retired military should be addressed as "General Karen Tye, Ret." Their class is also included. We are in an area with heavy military and medical presence and would like to address them correctly, along with all professionals.