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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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   Kathy commented  ·  May 6, 2016  ·  Delete…

   This would be very helpful. Currently there is no combined report to use for a compliance meeting.

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   Kathy supported this idea  ·  May 6, 2016