add social media to confidential personal profile form
We print the Confidential Personal Profile form for every client meeting and put on a clipboard for them to look at it in our lobby. Can you add their social media links or have spaces for them to put them in? How about their CPA and Atty on the same form or a space to provide??
How about client since date on this form?? People like seeing hopw long they have been with us.
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!