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1. UDFs should be able to be used in the advanced search feature.

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   20 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!

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   Kim commented  ·  Jul 2, 2015  ·  Delete…

   To find UDF's by Contact, I'd like to see the ability to Filter UDF's in the "Advanced Search" and "QuickList" area of RT/TW. Also, it would be good to be able to Filter by Servicing Advisor in the Reports section, for UDF's and also for other available Reports.

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   Kim supported this idea  ·  Jul 2, 2015