Add "Years Until Retirement" next to Retirement Date in Know Your Client
This would be a helpful feature for quickly looking at a clients record to determine the number of years until they retire. Once we type in the clients birthday and retirement date, the system would calculate the number of years until they hit that retirement date. Much like the anniverary or birthday counting feature. Thanks!!
23
votes
Mark Dietz
shared this idea
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!