Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

nickname

Make "nick-name" searchable

Example. William Walton goes by "Bill" -- being able to search for "Bill Walton" in the search bar instead have the current needing to search for William Walton

129 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Anonymous shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Tommy commented  ·   ·  Report

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

  • Julie commented  ·   ·  Report

    Please! This would be extremely helpful.

  • Sara Conant commented  ·   ·  Report

    Please! This is so annoying

  • Tiffany commented  ·   ·  Report

    We seriously need this! The amount of times i search by nickname and it NEVER comes up is beyond annoying.

  • Ellie Haylund commented  ·   ·  Report

    This would be a huge time saver! I prefer to select people from the dropdown, rather than press Enter and visit a new page to find my clients.

  • Anonymous commented  ·   ·  Report

    yes please! we need this feature.

  • Jacob commented  ·   ·  Report

    We can already do this, however, you actually have to enter the search to do it. What would be helpful would be if the search options showed up in the drop down preview like they do when you are searching for a legal name.

Redtail CRM: Search, QuickLists & Tag Groups

Categories

Feedback and Knowledge Base

(thinking…)