Contact Details - Add Retired/Retiring As Of Option
In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.
It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.
Mickla Adams
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!
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Ryan
commented
There actually is a place to add the retire date but it's buried, probably not searchable, and pretty much useless. It's found in the Professional Contacts section under 'Employements.' I do agree this needs to be more prominent in Redtail!
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lisa
commented
I agree! We just upgraded to Tailwag. There is no specific place/field to add a "retirement date". This would be extremely helpful in the investment industry as many opportunities derive from this date. This would help with generating reports to that would allow us to run specific marketing campaigns based on retirement date. I'd also like to add an 'employment start date' so we can tell how long they have been with that company. I believe these options were available at one time in the original Redtail.