I want to track client scheduling preferences such as phone vs. email; which office they go to, or if they do phone or Zoom; who to reach out to (some spouses handle scheduling); and minor things like if they like coffee/tea.

Importantly, I want to be able to a) search by these categories and b) run reports based on them.

Ex. I could run a phone number report for people who want to schedule via phone but exclude people who prefer to schedule via email. Or I could run a report for people who meet at Office A, and it would break down if they prefer to schedule via phone or email.

There could also be a "Do Not Schedule" in this section.

We currently track this information via UDFs, but you have to keep track of it manually and can't search for it.