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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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   Eric Bastian commented  ·  May 31, 2017  ·  Delete…

   Customize the Personal Profile report, so client can review info we want to collect on clients, prior to meetings.

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   Eric Bastian supported this idea  ·  May 31, 2017