global search
Global search needed. Your competitors offer it and it does not affect performance. We should be able to toggle from Contact to Global so it doesn't use massive resources all the time.
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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Laura Stone Shifflette commented
This would be REALLY helpful. Many times, I am certain I have recorded info on a certain topic, but am unable to recall which contact it pertained to. I have to search through individual contactrecords using the search feature in Notes to locate information on the topic. This makes little sense. A global search feature within All Notes for All Contacts would be really helpful.
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Nick von Dohlen commented
The "Search Contacts..." field next to the Redtail CRM logo on the top bar needs additional functionality for quick searching, such as exact match searches using quotations (i.e. "Rea"). Additionally, add options in the user preferences to include/exclude contact card fields from quick search results.