Redtail CRM

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  1. Keywords, DATE when client has a Keyword added

    Keywords, DATE (Time Stamp) and with who added it when client has a new Keyword added.
    We use Keywords for some of our segregated mailing lists. When adding a Keyword to a profile, if that addition was dated and noted WHO added it, we could better track when additions were made to our mailing list and by whom when we run our Mailing List report.

    24 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Have Household Keywords

    I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)

    31 votes
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