Customize Service Requests in Tamarac CRM

Service requests create workflows that can help standardize and automate your administrative processes in Tamarac CRM. To meet your firm’s specific needs, service requests can be customized with your unique data and actionable follow up.

Workflow: Set Up Custom Service Requests in Tamarac CRM

Learn more about setting up custom service requests in Tamarac CRM.

Customize Service Request Forms

Learn steps to customize service request forms in the custom service request workflow to customize your firm’s unique fields for data collection.

Create Business Rules for Service Requests

Learn steps to create business rules in the custom service request workflow to optionally control service request field requirements and visibility based on specific conditions.

Create Modern Dialogs for Service Requests

Learn steps to create modern dialogs in the custom service request workflow to control where a service request appears and what information is included.

Create Background Workflows for Service Requests

Learn steps to create background workflows in the custom service request workflow to automate tasks and conditions once a firm user submits the service request.