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1. Auto-create inferred Memberships

   12 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Joey Agrati shared this idea  ·  Sep 29, 2022

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

   421 votes

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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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   Joey Agrati commented  ·  Mar 29, 2022  ·  Delete…

   This is so essential. We use quicklists for everything in our office. Until we can search for them, UDF stands for Useless Defined Field.

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   Joey Agrati supported this idea  ·  Mar 29, 2022