Make it possible to print a blank profile form
In the old version of Redtail, it gave you the option to print a blank profile form. We used the blank profile form for new clients, children and existing clients
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!
-
Matt Trypuc commented
We use to print a blank profile that we used as a simple fact finder to have all the data we could enter into the systm
A Red Tail Fact Finder
-
Nicky commented
We need a blank version of this to add to our on boarding process! Great form!
-
Mike Mosley commented
This is a great idea - excellent way to enter walk-in prospects. Should be easy to implement, too.
-
Tara Whittaker commented
Somehow the profile form needs to become a document that the client can fill in which will then auto-populate the appropriate CRM fields (currently it only goes one-way).