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1. Make it possible to print a blank profile form

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   4 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Matt Trypuc commented  ·  May 07, 2018  ·  Delete…

   We use to print a blank profile that we used as a simple fact finder to have all the data we could enter into the systm

   A Red Tail Fact Finder

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   Matt Trypuc supported this idea  ·  May 07, 2018