Redtail CRM
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82 results found
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Add a feature to search all data ever entered in Redtail by keyword
This would function like "Spotlight" on the Mac so that you can find anything you've ever entered in Redtail by searching by any word.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Searching Departments in Business Records
Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.
181 votesThe 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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