Automatically Link Contacts with their Company
When you search for a company and then click on it, you should be able to automatically see the people associated with that company, without having to manually add them in the department fields, which doesn't search for existing contacts to add. When you add a contact and their Company Information, they should automatically be associated with that Business. When you search for a company in the search box, the list should include those contacts associated with the company. (FYI - per a response in a closed posting. Using the Advanced search feature to do this is not an acceptable long-term solution. It should be as easy as clicking on the Company to see the associated contacts)
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!