Redtail Client Review Profile Form

This template can be used to prepare for client meetings using the data saved in a client’s record in Redtail. Also helpful for taking notes and adding information into Redtail after the meeting.

Steps to Use:

1. Add Contact UDFs into Redtail database lists

2. Prepare the custom export template with the fields that will be populated on the summary form

3. Run the custom export for the clients/household to be reviewed

4. Add the custom export data to the template, fill in the client’s full names, and the report is ready for printing or review