Personal Profile Form
We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.
Deena Watson
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Anonymous
commented
I STRONGLY agree with the 2 comments below and would add that this becomes even more critical when there is a transition between advisors. We recently had one partner retire, and it was a long transition process that could have been made much more efficient had we had the Personal Profile Form available in our internal client transition meetings.
-
Tom M.
commented
I agree that this needs to be revised. There is so much wasted white space. We would love the ability to create a one-page client profile form with all of the existing information as well as other fields to be customized.
Back in my ACT! days, I created a one-page report where I can see all family member names and DOBs, account numbers and values, plus other custom fields that we use for client reviews.
-
Briane Cox
commented
Yes, would love to see this as well! Specifically we'd like to see a client's/family's Professional Contacts (attorneys, CPAs, etc.) show up on the profile form. We print this form before each client meeting to verify accuracy of personal information, and we'd like to be able to easily confirm professional contacts on the same form. Really it would be great to totally customize this form to include whatever we'd like. Thank you!