Memberships is how I add adult children that have accounts with us to a contact. That way they each get their own marketing materials. If I left them all in family then the adult child would be left out of marketing campaigns.

We are a multi-generational practice and family members are often also clients, so they have their own records and are no longer listed in the family, so therefore don't show up on the personal profile form. It would be helpful to have this information on the printout.

I agree. Red tail is all about the animals, yet in the program we can not track clients pets unless we add them as a child.

Please allow custom fields to be added to Personal Profile Form. Specifically we would like to add Pets and Memberships to that form so we could track all of our clients pets names/DOB.

We need the memberships on the personal profile form , so we can check with clients on all children

We keep contact information for many of our client's CPAs and attorney's and we like to have it in their file. We used to do the profile form by hand but have switched to printing it from Redtail for consistency, but the profile form doesn't pull the information on their CPAs and Attorneys and other professional contacts, so I still have to hand write it in, even though that information is in Redtail.

In our office we list any children living in the household in the family section and then any children that are no longer living in the household are listed as "child of client' under memberships. It would helpful for any person with a status "child of client" under memberships to be populated as well onto the Personal Profile Form.

Add the DL Issue Date field to the form would be nice also.

Can a field be added on the Client Profile form for the children's addresses along with their Marital Status?

PLEASE. It was perfect in Leapfrog. As soon as a client called I would just scroll down to the bottom of the profile to see the family/business connections. Please don't make us do additional clicks (which take us out of the main view of important client information).

Add Memberships back to the main contact page.

Thank you

Print all dependents on the Profile form so that grandchildren also print. We use this page as a quick reference to update contact/demographic info during reviews with client.

Maybe add an additional report called "Profile with Detail" that could have many of the main fields. The report would be three to four pages, but it will be greatly appreciated and advisors would have a summary to take to client meetings. Currently the only exports are a big table that doesn't lend well to taking to a client meeting. Client Income, risk tolerance ... are some of the additional fields. It would function as a partial fact finder. The last page could be the "Important Information" field.

Add memberships to the client's Confidential Personal Profile.

It would be nice to be able to generate a client's memberships in either a custom report or the Personal Profile.

The form should search for children under both "family" AND "memberships"... can use for beneficiary info.