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1. When linking a contact, let us search BOTH the first AND last name

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   1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Jun 8, 2018  ·  Delete…

   When I click on quick add->activities->contact name I am surprised that I am only able to search for clients using their last name or first name. If I try and type their full name out I am prompted to create a new contact instead of click on my existing client.
   Please allow for us to type in our client's full name in the contact name box and be able to click on our existing client. We have clients that have common first names and last names which make it difficult to "quick add" anything at all.

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   Anonymous supported this idea  ·  Jun 8, 2018