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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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   Anonymous commented  ·  Feb 16, 2017  ·  Delete…

   We give the forms to the client to update and we can no longer do that with the account information on them. Compliance wants us to get approvals and put on all kinds of disclosures as with the monetary values on them it then becomes a report. Please allow us to remove this section!!

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   Anonymous supported this idea  ·  Feb 16, 2017