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1. Customize Personal Profile Form

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   40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Carrie commented  ·  Dec 10, 2015  ·  Delete…

   I desire an easy to print pdf formatted report of all the client data I have inputted in the client overview tabs from their names, to their accounts to their specific interests so an hour before the appointment I can be refreshed on all the information on the client- including their dogs name, etc. A pdf format would be helpful that fits on a page or two.

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   Carrie supported this idea  ·  Dec 10, 2015