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Christie Eckerle

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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  ·  Admin →
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    Christie Eckerle commented  · 

    When searching for a contact, trying to add contact to an activity, or search for an employee by typing in their employer/company, we are having a lot of difficulties. You cannot find employee by searching employer/company unless that company name is in the clients name/title or email address. This seems very silly and insufficient- if you search an employer/company, ALL employees who have that company listed as an employer should come up- not just the ones with the name in their email address. Also, nicknames should be included in any search portal too, not just the top search bar. A large number of our clients go solely by nicknames (and some we don't even truly know their legal names other than for paperwork purposes). We used to be able to search by nicknames in any way shape and form, and now we are being told we cannot. Change it back!

    Christie Eckerle supported this idea  · 

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