Better Search Abilities
I would suggest making an improvement to the search field. Currently, when we are doing a search and we want to exclude certain contacts we have to enter the exclusion repetitively. We have to enter it for each lookup category as there are not any Grouping abilities. For example, if i want to lookup my A, B and C clients, but I only want the main contact (not the spouse) I have to exclude the "Spouse of Client" in all three sections. Adding a Group Add/exclude that applies to all of the previous search criteria would be very helpful.
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!