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1. Add a feature to search all data ever entered in Redtail by keyword

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   1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Sandy Judy commented  ·  Mar 21, 2017  ·  Delete…

   The current Tailwag advanced search function is logical but in my opinion very time consuming and much harder than it needs to be. We recently moved to Redtail from ACT, which had a search box where you can enter a word or phrase, etc., and then click 'search' to search all areas of the database. The results, including links to each one, are brought up quickly in a list for you. You can click on the result and you are taken to that word, wherever it is in the database. I can't tell you how much I miss that. Let the program do that filtering work for us!

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   Sandy Judy supported this idea  ·  Mar 21, 2017