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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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   Craig Smith commented  ·  Apr 19, 2016  ·  Delete…

   Is there any way you could allow us to place what fields we would like to show on Redtail when we run a profile sheet. This is useful in meetings but I would like to see important info box and the accounts combined in one page report. Thanks.

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   Craig Smith supported this idea  ·  Apr 19, 2016