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1. Searching Departments in Business Records

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   22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Chloe supported this idea  ·  Feb 9, 2016
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   Chloe commented  ·  Jan 22, 2016  ·  Delete…

   It would be incredibly helpful to be able to search by phone number. And extremely helpful that when searching for a name, the results that are returned should also include "Department Contacts" within a company. For instance, right now if I search for "John Smith" who is listed as a contact under "Departments" within "ABC Company, Inc." -- NO results show up. I would have to search for "ABC Company, Inc." in order to pull up John Smith. When you have hundreds of vendors and thousands of contacts for all your vendors, its nearly impossible to memorize the vendor companies in order to search for someone.

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