open word search
advisors need to be able to search their entire database not just for a contact.
3
votes
Chris Makosch
shared this idea
How can we improve Redtail Technology's CRM?
Chris Makosch
shared this idea
New and returning users may sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(Sign out)
Feedback
Redtail CRM: Search, QuickLists & Tag Groups
Categories
- Post a new idea…
- All ideas
- My feedback
- Accounts 124
- Activities 257
- Alerts and Warnings 30
- Artificial Intelligence 6
- Automations 94
- Broadcast Email 26
- Bulk Actions 30
- Calendar 216
- Client Reviews 45
- Contact Add Screen 16
- Contact Record 176
- Custom Exports 51
- Documents 37
- Email 60
- Family 35
- Integrations 79
- Keywords 2
- Know Your Client 66
- Memberships 25
- Mobile App 18
- Notes 157
- Notifications 39
- Opportunities 58
- Other 103
- Reports, Exports & PDFs 107
- Retriever Cloud 4
- Search, QuickLists & Tag Groups 50
- Seminar 16
- Settings & Preferences 53
- Templates 16
- Timeline 9
- Today's Overview 33
- Workflows 153
Feedback and Knowledge Base
-
Searching…
No results.
Clear search results
-
Give feedback
- Redtail CRM 2,193 ideas
- Redtail Email 7 ideas
- Redtail Imaging 48 ideas
- Redtail Speak 50 ideas
-
Redtail Technology