Add a custom form feature
If Redtail is looking to add new features, we would love the ability to create custom forms, similar to "Forms" in Google. Our office is always trying to find better ways for advisors to assign tasks to staff. We prep and process most accounts, and would love to have a record of the advisors' instructions be tied in to the CRM. If we could program a series of questions with checkboxes and short answer sections (What kind of account? 403b, IRA, etc; Who are the beneficiaries? What risk tolerance? etc.) it would be a huge time saver. We currently use an outlook template, but none of us particularly like it. It seems like a lot of the functionality we'd want here already exists throughout Redtail, for example, UDFs can be set to specific inputs (ex. checkbox or text). I realize adding an entirely new section like this is no small task, but it's worth asking!