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Vicky Mattison

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  1. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Vicky Mattison shared this idea  · 

  2. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Vicky Mattison supported this idea  · 
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    Vicky Mattison commented  · 

    We want to be able to customize or have a better individual client report for our review meetings. We would like to be able to have a report that gives us all the information like names, nicknames, family info, work information, specific UDFs. We have separate investment reports so we don't want that on this report....each rep has different needs and if we could customize it that would be great!

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