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Steven Glasberg

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  1. Searching Departments in Business Records

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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Steven Glasberg commented  · 

    When you do a contact search and the results list of contacts shows up; Please add "Department" to the choosable fields from the drop down menu so we can differentiate between multiple contact listings with the same name. Example: "CitiBank".
    Obviousley, Citibank has many numbers and departments. When the current list shows up, we need to be able to see the particular department we might want to call want to call. The current drop downs are insufficient to differentiate between multiple contact entries with the same name. This should be "at a glance" so we don't have to click or scroll on the particular contact(s).

    Steven Glasberg supported this idea  · 

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