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Personal Profile Form

You can generate many different types of reports from within a contact's record in Redtail. One that you might find yourself turning to frequently, both as a means of determining what important information about a client you are missing and, subsequently, as a data confirming and gathering tool, is the Personal Profile Form. 

You can generate this form for a contact when within their record by clicking their Common Tasks menu and then selecting Personal Profile Form in the resulting modal:

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This will produce a PDF suitable for printing and distributing to a contact if need be.

Below is a list of the sections and fields present on this form along with the corresponding field in Redtail CRM from which that data is drawn.

Client Data

 Name:    Salutation, First Name, Middle Name, Last Name, Suffix,  Nickname and Designations (Basic  Information section)
 Gender:    Gender (Contact Details section)
 Date of Birth:    Date of Birth (Contact Details section)
 Age:    Automatically calculated from Date of Birth (Contact Details  section)
 SSN:     Tax ID Number (Contact Details  section). Note: If you have  the Tax ID Number hidden at the time you run the Personal  Profile Form, no data will be pulled into the form for this field.
 Home address:     Home Address (Contact Card section)
 Home phone:     Home Phone (Contact Card section)
 Cell phone:     Mobile Phone (Contact Card section)
 Other:     Other Phone (Contact Card section)
 Email:     Email address that is marked Primary (Contact Card section)
 Employer:     Employer (Basic  Information section)
 Occupation:     Job Title (Basic  Information section)
 Hire Date:     Start Date (Know Your Client Employments section)
 Retire Date:     Retire Date (Know Your Client Employments section)
 DL Number:     ID Number for ID Type "State Drivers License" (Know Your  Client Identifications section)
 DL State:     State for ID Type "State Drivers License" (Know Your Client  Identifications section)
 DL Exp:     Expires for ID Type "State Drivers License" (Know Your Client  Identifications section)
 Marital Status:     Marital Status (Contact Details section)
 Anniversary Date:     Marital Anniversary (Contact Details section)
 Work Email:     Work Email Address (Contact Card section)
 Work Fax:     Fax (Contact Card section)
 Work Phone:     Work Phone (Contact Card section)
 Website:     Website (Contact Card section)

 

 

Spouse Data

 Name:    Salutation, First Name, Middle Name, Last Name, Suffix,  Nickname and Designations (Basic  Information section)
 Gender:    Gender (Contact Details section)
 Date of Birth:    Date of Birth (Contact Details section)
 Age:    Automatically calculated from Date of Birth (Contact Details  section)
 SSN:     Tax ID Number (Contact Details  section). Note: If you have  the Tax ID Number hidden at the time you run the Personal  Profile Form, no data will be pulled into the form for this field.
 Home address:     Home Address (Contact Card section) If none entered, will  pull Home Address from Family Head.
 Home phone:     Home Phone (Contact Card section) If none entered, will  pull  Home Phone from Family Head.
 Cell phone:     Mobile Phone (Contact Card section)
 Other:     Other Phone (Contact Card section)
 Email:     Email address that is marked Primary (Contact Card section)
 Employer:     Employer (Basic  Information section)
 Occupation:     Job Title (Basic  Information section)
 Hire Date:     Start Date (Know Your Client Employments section)
 Retire Date:     Retire Date (Know Your Client Employments section)
 DL Number:     ID Number for ID Type "State Drivers License" (Know Your  Client Identifications section)
 DL State:     State for ID Type "State Drivers License" (Know Your Client  Identifications section)
 DL Exp:     Expires for ID Type "State Drivers License" (Know Your Client  Identifications section)
 Marital Status:     Marital Status (Contact Details section)
 Anniversary Date:     Marital Anniversary (Contact Details section)
 Work Email:     Work Email Address (Contact Card section)
 Work Fax:     Fax (Contact Card section)
 Work Phone:     Work Phone (Contact Card section)
 Website:     Website (Contact Card section)

 

 

Children Data

 Name:    First Name, Middle Name (initial only), Last Name (Basic  Information section)
 Gender:    Gender (Contact Details section)
 Date of Birth:    Date of Birth (Contact Details section)
 Age:    Automatically calculated from Date of Birth (Contact Details  section)
 SSN:    Tax ID Number (Contact Details  section). Note: If you have  the Tax ID Number hidden at the time you run the Personal  Profile Form, no data will be pulled into the form for this field.

 

 

Accounts Data

 Account:    Account Number(Account Details) Note: if the Account  Number has a ? to its left, it is a Family Account
 Company:     Account Company(Account Details)
 Product:    Account Product(Account Details)
 Type:    Account Type(Account Details)
 Tax Qual Type:    Account Tax Qualified Type(Account Details)
 Status:    Account Status (Account Details)
 Face Value:    Account General Information(Account Details)
 Balance:    Account Assets (Account Details)
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