Personal Profile Form
We like the layout of the new Personal Profile Form/Confidential Personal Profile, however, the custom titles for Contact Information are not properly capitalizing.
We utilize the custom fields as intended and have proper capitalization for client names, yet when we pull up the Personal Profile Form those titles are not formatted as we have them entered. We print these forms and have our clients review them to check for accuracy and not having their names properly capitalized looks unprofessional and poor on our part.
Can the custom titles on the Profile Forms please match suit to what is entered in the client profiles? Thank you!
Kaley Klepps
shared this idea
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!