Briane Cox
My feedback
3 results found
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181 votes
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!
Briane Cox
supported this idea
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254 votes
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!
Briane Cox
supported this idea
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52 votes
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!
An error occurred while saving the comment Briane Cox
supported this idea
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Yes, would love to see this as well! Specifically we'd like to see a client's/family's Professional Contacts (attorneys, CPAs, etc.) show up on the profile form. We print this form before each client meeting to verify accuracy of personal information, and we'd like to be able to easily confirm professional contacts on the same form. Really it would be great to totally customize this form to include whatever we'd like. Thank you!