Tracking Various Services in Wealthbox

Curious how other firms are handling service tracking in Wealthbox, specifically for clients who have Insurance, Estate Planning, or Tax Services either in-house or through a referral partner.

The Accounts section feels like the natural home for this, but the field options are limited when it comes to anything beyond investment accounts, especially for Estate Plans (no will/trust type, document date, attorney info, etc.) and Tax Services (no return type, filing status, engagement level).

We're weighing two approaches and would love to hear what's working in practice:

1. Custom Fields on the Contact Record via building out a service menu (checkboxes or dropdowns) to flag which services a client has. Clean and reportable, but potentially cluttered if you're tracking multiple service lines.

2. Note Templates + Note Tags via logging service engagement as a tagged note, which gives you more narrative context but may be harder to surface in reporting or segment from.

Are there other approaches we're not thinking of?

Would love to hear how your firm is making this operational, especially if you've landed on something that holds up at scale.

Thank you!

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