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Stacy Clifford

← Customer Feedback for Redtail Technology

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  1. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    92 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Stacy Clifford supported this idea  · 

  2. Improve contact search.

    103 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Stacy Clifford commented  · 

    This is constantly frustrating to me. The search is not intuitive at all. I type in Sue Brown whose full name in the database is Susan "Sue" L Brown and I get the No contact found response. If I type Susan Brown, still no contact found, but it I type just Susan, I have to scroll through all the Susan's in our database and there she is. I don't always know the exact spelling. I know her as Sue and we have the nickname in there...why would it not recognize the nickname?

    Stacy Clifford supported this idea  · 

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