Indicate Source of Income
It would be nice it you had an income section. You could have a dropdown box so that we could choose if it is social security, pension, deferred comp, income from divorce ect
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!
If this was implemented, it would also be great to be able to search for all clients with social security income.