This would be so wonderful and so beneficial for our team.

We should definitely have this capability!

Would appreciate the ability to customize the Personal Profile Form. We would use it in our Client Review Meetings. Information on regular form, although nice, doesn't have everything we need.

Yes, will be very helpful to make it customizable. We should be able to pick the field we want to see on the form

This would be beyond helpful!!

We would like the availability to update fields that populate on the Personal Profile form

We want to be able to customize or have a better individual client report for our review meetings. We would like to be able to have a report that gives us all the information like names, nicknames, family info, work information, specific UDFs. We have separate investment reports so we don't want that on this report....each rep has different needs and if we could customize it that would be great!

I too would like this to be customized. It would be good to be able to remove closed accounts, show full SSNs, and maybe add some UDFs (i.e., favorite drink when in the office, etc).

YES. I like the way the current form looks, but it doesn't include all the fields I'd like (and includes several we don't care about). If we could customize it - including adding UDFs - it would be a huge help in client meetings!!!

I agree. Also, please add in the Profile form the Professionals so that clients can review it when they come in with the other information and let us know if there are any changes.

YES! This would be extremely helpful. Great idea!

Please add more information to the Profile Form/Redtail or make an editable form. Include information such as:
Children quantity, names, contact info / grand children quant and names / Trusted Contact relationship, name and contact info / hobbies, financial and general goals / vacation plans / priorities/what's important / things they would like to learn about (for seminar or include info in newsletters) / have a "Review notes area" in RT that populates on the profile form so that from one client review to the next a note shows up on the profile form so that the advisor can mention/discuss it with the client.

Yes. But the custom export prints in excel format. It would be nice to have to option to print in pdf format too.

Yes! Please! We had a report like this in our old access database. We NEED this type of report to show everything we have entered in the CRM to print on one page. It helps the advisors see everything that the client has including UDF, account balances, issue dates as well as all client information.

How is this not possible? It's a CRM system.

The new Confidential Personal Profile form is HORRRRRIBLE.
1. Poorly organized. We need lines back to visually break the page up.
2. We need ALL the info in the contact card in there INCLUDING alt phone #s and address that may have a 2nd address line.
3. We need to be able to edit it without a special Adobe like it was prior to Tailwag. (ex: if i see a client has an exp DL, I deleted it and it left a blank for room to write it in at a review)
4. Memberships and family need to be on there.
5. Nick names need to be on there.

I see several post about this and it is UNRESOLVED.
Whoever designed it needs to be given the "stinky eye" and told to go back and DO OVER!

I would prefer a professional looking form (for a contact to complete in the lobby), rather than an export to Excel.

Please allow either an option to select what items reflect on the personal profile form or please update this item so that all information for both primary and spouse reflects on form, not just the items marked as primary or the items that were added to the contact card first.

Customize the Personal Profile report, so client can review info we want to collect on clients, prior to meetings.

One of our business requirements for a CRM is that it allows us to capture and report on relevant client data. Viewing/printing the Personal Profile Form is the logical, one-stop place to review and update client's personal data when they meet with us for appointments. Currently, the Personal Profile Form only provides a fraction of required data, omitting such obvious things as employer address, children/dependents/beneficiaries with their DOB & SSN, and other data that we may or may not already have for the client in Redtail CRM (Tailwag).