Personal Profile Form - Add an option to exclude a deceased spouse from the Personal Profile Form when printing it for a meeting. Currently, we have to remove the deceased spouse from the client family, print the Personal Profile Form, then add the deceased spouse back to the family. When the advisor is meeting with the surviving spouse, the Personal Profile form is used to review current contact info, updating Driver’s License Info, starting the review of existing accounts, etc., but they do not need to see the deceased spouse’s info on the form during a meeting.

Also, like many other suggestions already submitted, allow customization with checkboxes for additional data fields to be included or for some to be excluded when preparing to print the form for a review meeting. These options should be available at the time of generating the Personal Profile Form so it is customizable for each client meeting - it should not be a one size fits all global setting in RedTail.