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

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   4 comments  ·  Redtail CRM » Notes  ·  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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   Jennifer B commented  ·  Feb 2, 2015  ·  Delete…

   I just tried to add an activity for a client. #1, it does not prompt you to add a contact... that option is way over on the right side of the screen making it very easy to forget to designate a contact. Then when tried to add the contact, only nicknames and last names were listed. So I had about 3-4 John Whites to choose from. I need to see John A. White, Jr. And John A. White, III. And so on.

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   Jennifer B supported this idea  ·  Feb 2, 2015