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1. Customize Personal Profile Form

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   40 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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   Genny commented  ·  June 09, 2017  ·  Delete…

   Please allow either an option to select what items reflect on the personal profile form or please update this item so that all information for both primary and spouse reflects on form, not just the items marked as primary or the items that were added to the contact card first.

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   Genny supported this idea  ·  June 09, 2017