Add feature to search by "preferred contact method"
Please add a feature to be able to search by preferred contact method as this will be helpful when sending out letters to 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!
When I go to advanced search and click on "address" it gives me an option to search by "preferred" - but when I click on "email" - I don't have the same option to search by "preferred" - can't you add option to search preferred email in advance search? Thanks for the consideration.