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Lydia Sonderman

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  1. Retirement Date - this would be great to see on the client's contact card.

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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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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).

    Lydia Sonderman supported this idea  · 

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