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1. Bulk Printing of Confidential Personal Profile

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   3 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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   Adrienne Sorensen commented  ·  Aug 10, 2018  ·  Delete…

   Is there a way to search for example all your B (category) clients and print all personal profile forms at once?

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   Adrienne Sorensen supported this idea  ·  Aug 10, 2018