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1. Please add Memberships to the Profile Form

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   15 comments  ·  Redtail CRM » Know Your Client  ·  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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   Megan Kriz commented  ·  September 30, 2016  ·  Delete…

   We keep contact information for many of our client's CPAs and attorney's and we like to have it in their file. We used to do the profile form by hand but have switched to printing it from Redtail for consistency, but the profile form doesn't pull the information on their CPAs and Attorneys and other professional contacts, so I still have to hand write it in, even though that information is in Redtail.

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   Megan Kriz supported this idea  ·  September 30, 2016