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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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   David Melcher commented  ·  May 6, 2016  ·  Delete…

   Need to have the ability to run a single report (.pdf not excel spreadsheet) that contains all information for that contact including accounts, notes, etc.

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   David Melcher supported this idea  ·  May 6, 2016