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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  ·  March 08, 2017  ·  Delete…

   One of our business requirements for a CRM is that it allows us to capture and report on relevant client data. Viewing/printing the Personal Profile Form is the logical, one-stop place to review and update client's personal data when they meet with us for appointments. Currently, the Personal Profile Form only provides a fraction of required data, omitting such obvious things as employer address, children/dependents/beneficiaries with their DOB & SSN, and other data that we may or may not already have for the client in Redtail CRM (Tailwag).

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   Anonymous supported this idea  ·  March 08, 2017