Redtail CRM
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82 results found
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Lookup
Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?
1 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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keyword search
I saw that the dropdown of keywords in Advanced Searches was added per another user's request. I think this is great and helpful, but it has limited some other features that I used to use a lot.
I do miss when we used to be able to type in partial Keywords for searches. We use keywords very heavily and have prefixes that we use to categorize them. If I had the ability again to run searches for Contact Keyword - Keyword - Does Not Contain - RS, for example, I could quickly identify our clients who are not currently set…
5 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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