Streamline search entry
Entering a simple query to find all active clients where we have multiple client categories takes a lot of entry. Would like to be able to specify something like this--Enter the criteria for Status Active like we do today, then select AND, then enter Contact Category Equals and then multi-select all the values on the dropdown that we want to include. Instead we have to enter 2 lines of criteria for each category (Active status and one client category on each).
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!