Jun 7 in Business - Processes
Custom fields on Contacts or Households
I know in Redtail because it doesn't have households, best practice is to put custom fields on the head of household.
For systems like Wealthbox and Advyzon that have households and contacts, what's best practice for where to put the custom fields?
Things like:
- Alma Mater (contact)
- Coffee Preference (contact)
- Effective Tax Bracket (household?)
- Favorite NBA, NFL, MLB Team (contact)
- Hometown (contact)
- IRA Contribution Max Out (contact)
- Marginal Tax Bracket (household?)
- Military Service Branch
- Pets names
For simplicity's sake, should they all go on contacts, or should some go on household as appropriate?
2
2 comments
Custom fields on Contacts or Households
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+14
2
+4
3
+4
4
+4
5
+3
powered by