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  1. 417 votes
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  2. 28 votes
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  3. 462 votes
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    Anonymous commented  · 

    Also, please add memberships. Since adult children don't fit the tax definition of a household, they are not included on client's household page and are entered as memberships. But when we print the Personal Profile form, there is a section at the bottom labeled "Children"... and it's blank. It looks like we don't have the information, when really Tailwag just forces us to put it in a different place than the form pulls from.

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    Anonymous commented  · 

    Being able to customize the Personal Profile form would be great!

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  4. 329 votes
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  5. 529 votes
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  6. 70 votes
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  7. 128 votes
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  8. 38 votes
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  9. 135 votes
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  10. 160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. 297 votes
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  12. 26 votes
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  13. 169 votes
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  14. 166 votes
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  15. 460 votes
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  16. 202 votes
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  17. 492 votes
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  18. 182 votes
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  19. 124 votes
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  20. 842 votes
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