When linking a contact, let us search BOTH the first AND last name
When you are linking contacts to an activity, in a note, etc, RedTail should let us search using both the first and last name as currently it only let's us use one or the other. It's extremely time consuming when you're looking up for example John Smith, where we have 100 Smith's and a 100 John's.
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!
When I click on quick add->activities->contact name I am surprised that I am only able to search for clients using their last name or first name. If I try and type their full name out I am prompted to create a new contact instead of click on my existing client.
Please allow for us to type in our client's full name in the contact name box and be able to click on our existing client. We have clients that have common first names and last names which make it difficult to "quick add" anything at all.