I really miss a feature that I had at my previous CRM provider. It would be extremely helpful to improve the lookup fields by adding the following feature: Go to the cell that contains the date (ex. status), right click that area, and be able to do a look up. For example, I could go to Status, select "A Clients" and have a look up of all A clients.
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!