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1. Have Household Keywords

   36 votes

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   0 comments  ·  Redtail CRM » Keywords  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Cheryl Moss supported this idea  ·  May 21, 2024

2. Add Keywords/Tags to Activities

   9 votes

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   1 comment  ·  Redtail CRM » Keywords  ·  Delete…  ·  Admin →
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   Cheryl Moss commented  ·  May 21, 2024  ·  Delete…

   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.

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   Cheryl Moss supported this idea  ·  May 21, 2024