My feedback

1 result found

1. Customize Personal Profile Form

   462 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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
   An error occurred while saving the comment
   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.

   Save Submitting...