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1. Contact Details - Add Retired/Retiring As Of Option

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   lisa commented  ·  Aug 21, 2015  ·  Delete…

   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.

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