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How can we improve Redtail Technology's CRM?

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search phone number with area code in parantheses

Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.

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Kendrea shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Search, QuickLists & Tag Groups

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