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.
16
votes
Christie
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Cathy
commented
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.