make the advanced search options editable like they used to be
We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.
Now we have to do a separate search for each category (4) just to pull a list of our clients.
Shawna Smith
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Jovanna
commented
This feature was requested *NINE* nine!! Years ago!! And it's not a "feature" it's a basic functionality that Redtail advertises yet you cannot use!
The "begins with" search command is IMPOSSIBLE to use because you can only select one pre-determined value for the field. I even created a particular field that was just "Client" to see if that would work and it didn't. 9 Years later, acquired by Orion, and Redtail still won't fix basic functionality.
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Leo O'Connor Jr commented
Exactly!!! Still an issue!