Ability to set filters on default search results
I would love to be able to set filters for my "Search Contacts" so that when I search from the box at the top of the screen, I would see only a specific status (i.e. Client). I would appreciate not having to wade through Closed Clients, Children of Clients, Cold Leads, etc., with the same name every time I search for a client.
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!