Client Intake Form to email or provide tablet for clients to complete
Would like a client Intake Form they can complete online at home and it automatically populate Redtail client info -- or at least a tablet version so the client can type in their new/updated information.
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!
beth roche commented
PLEASE ADD THIS FEATURE! What a time saver it would be. In this digital age there's really no reason this doesn't exist. At the very least allow EMoney data collected to be pushed into Redtail
I love this idea...I'm a little disappointed that it was suggested almost 3 years ago and isn't a reality yet. I would also like to add that if the form could be customized to include the information or wording they way we would prefer, that would be so helpful!
Dan B. commented
I was just about to write the same thing with a couple of additions.
1. New Contact iNtake Form - Allow the Advisor's office to go to a Redtail "New Contact" intake form address for a tablet optimized intake form. This form is linked to Redtail and submitting the form (by the Prospect/Client/Contact.
2. Existing Contact Update Form - While similar to the form above, there is a significant difference. The Advisor's office would go to a Redtail "Contact Update" address that brings up the form. From there, they would select an existing contact from RedtailWhich poulates the known infromation on the form. The office would then hand that form to the client on a tablet where they add, update, or correct that information. Once complete, they would submit the information and the Advisor's office would then view it in a cue and approve or remove the information from the form. If approved, the contact's information is updated in Redtial.