Customizable pages
I do Medicare Insurance for a financial / retirement planner. 1. It would be nice if we could manipulate the boxes to ONLY contain the info that we need for each client For instance, the UDF's. I only need 6 pieces of UDF and not a whole list to go thru. So I would like to open all the UDF's in 1 box and then edit or fill in the info instead of opening the UDF list, find the one I need, click it, fill it in, save it, and then do the same thing 5 more times for each UDF. How cool would it be if I could use Redtail to layout the page I need and when needed I could open that page, fill in the info, link it to their account and move on? I hope this is clear, if not you can always contact me. If this is possible, then I didn't know it. Thanks