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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!

   Shamoy Harriott supported this idea  ·  Mar 18, 2015
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   Shamoy Harriott commented  ·  Mar 18, 2015  ·  Delete…

   It should be a feature to modify the "create profile form" so that it can be more detailed. For instance, show different insurance, type of assets, Retirement information, estate planning, etc. With those options, we can input that information for each client.

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