Contact Detail Report for KYC
When we meet with a client, we like to review their important information (just like you would do at a doctor's office): address, phone number, drivers license, etc. We would like a client-friendly report that does not show their status & category or any other 'internal' data.
Does Tailwag have a report we can use?
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!
This is a mission critical part of perfecting Redtail!!!
You can run a report from the stacks button on a contact's page. The report is called the Detail Report. It isn't very detailed. Very basic information and it can get messy if you have a deceased spouse record.
You can set up a mail merge document to print out a few extra fields, but again.... Not enough information. This would be the optimal way to present customer information!! Can we get more fields for Mail Merge!
You can set up a Custom Export with all of the details you want from Redtail, But who wants to show that to a customer? Especially one with 3 million in assets?