Add Keywords/Tags to Activities
We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option it would make inputting and searching a lot easier.
Sarah
shared this idea
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Cheryl Moss
commented
I agree with this... it was the first big gap (and disappointment) I noticed about Redtail. Relying on text search for this purpose is completely inadequate as there's no standardization of how things (like meeting topics) are typed in or control of typos.