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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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   Carol Grosvenor commented  ·  Apr 29, 2016  ·  Delete…

   If Redtail can't provide reports that meet our needs as Advisors with a State Examiner sitting in our office for a week, then at least give us the capability of exporting ALL fields in Redtail so that we can customize and create our own reports.

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   Carol Grosvenor supported this idea  ·  Apr 29, 2016