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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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1 result found

  1. 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...)

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