Retirement Date - this would be great to see on the client's contact card.
Create a field for Retirement Date. This would be great to see on the contact card, where we have listed their phone numbers, address, etc. Or somewhere easy to see on their client homepage
9
votes
Camille
shared this idea
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Lydia Sonderman
commented
We currently created a UDF called "Target Retirement Date" to add this info in some way to their contact page; however, I would LOVE to have that as part of the client's contact details on the right hand side of the page (like you said where their address and other info is located).