UDF Templates
It would be nice if we could create templates for multiple UDFs to be added to a record at the same time.
I'm sure there are other users who frequently input the same UDF's for different groups of clients, so having templates would be much faster than adding new ones individually (and hoping nothing was omitted).
For example, we just started tracking the details of employers' benefit plans using UDFs so that we can quickly reference open enrollment dates, 401(k) match, Backdoor Roth availability, Custodian, SDBA window, NQDC availability, etc.
While I'd much rather have a dedicated tab for business records, where everything could simply be filled-in, having the ability to add all the UDF with a single click would also be nice for those UDFs that we use across multiple clients.