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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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   Kim commented  ·  Apr 20, 2016  ·  Delete…

   Thanks, Craig! I was just going to suggest the same thing--I personally also find the Personal Profile Report very cluttered and hard to read. The Contact Detail Report is cleaner, but it contains things like status, category, service advisor, and writing advisor that I prefer not to be on reports that clients see.

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   Kim supported this idea  ·  Apr 20, 2016