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Jenna

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  1. personal profile form w/ UDF's

    26 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jenna supported this idea  · 

  2. Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.

    66 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jenna commented  · 

    When a client's spouse is deceased it doesn't indicate that on the personal profile form. Is the only way for us to not have it print on the profile form to delete the relationship? We wouldn't want to do that for some clients, but we don't want their information showing up on the profile form the way that it does. Any solutions? Can we have an option for what we show on the form each time?

    Jenna supported this idea  · 

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