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  1. Add ability to search email *content,* not just subject lines

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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    Redtail does not have the capability to let us pull up a list of all emails from a specific time period and then search on a certain word.

    It can search on a word within the subject field of the email, but not within the body of the email.

    For example, if a regulator was in our office and requested a report of all emails from January to June 2013 containing the word "compliance", then Redtail would only be able to provide emails during that time frame which contained the word "compliance" in the subject line. If the word "compliance" was within the body of the email, Redtail would not be able to filter it based on the capability we have at this time.

    (You can do this report by going to Reports - Standard Reports - "Emails by contact report" and typing the word in the subject field.)

    Please add this as an enhancement as our compliance advisor is telling us this is necessary in the event of an audit.

    Anonymous supported this idea  · 

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