Contents

Introduction Before You Start Workflow: Set Up Custom Service Requests in Tamarac CRM Next Steps

 

Introduction

This workflow provides the steps for how to customize service requests in Tamarac CRM.

To efficiently build a custom service request that is tailored to your firm operations, consider all required and optional steps in the following workflow:

Before You Start

To customize service requests, you must be a System Customizer.

For more information, see Customize Service Requests in Tamarac CRM.

Workflow: Set Up Custom Service Requests in Tamarac CRM

	1.	Customize Service Request Form Fields > Adjust existing fields for data collection on a custom service request form. Optionally, create and add your own custom fields to the form.
	2.	Optional: Create Business Rules > Optionally, create business rules to control service request field requirements and visibility based on specific conditions.
	3.	Create Modern Dialogs > Create modern dialogs to control what CRM record service requests appear on.
	4.	Create Background Processes > Set up background workflow processes to automate tasks and conditions related to service requests.

Next Steps

Once you’ve completed the workflow steps, users with your firm can submit the custom service requests in Tamarac CRM. For more information, see Submit a Service Request.