Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card
When the Personal Profile report gets printed, even though you have the option in RedTail to know if a address or phone number is preferred, there is no indication on the report if it is or not. Please provide a way of indicating this. Thanks
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
wonderful idea for clients to verify profile infomation!!
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joanne silbernagel
commented
would love to see this feature
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Angela
commented
We are going to use the profile report download for clients when they come in for appts. They will be given their report to review and fill in missing info. Would be great if it specifically flagged it AND noted that THIS is how we will contact you for preferred. Then Primary, just a flag i think is self explanatory.