Create a "Business Personal Profile Form" for Business Records
Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous
commented
When printing the confidential personal profile for business or trust little to NO information shows on the report. The report should have the Business name, address, phone number and the list of contacts that are with that company.
We find the report to most helpful with annual review to assure out information is up to date. The cookie cuter profile does not work for all client.