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1. consistent client search function: ANY combo of names should work in any contact search box

   31 votes

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   2 comments  ·  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!

   Phillip Denney supported this idea  ·  July 23, 2019
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   Phillip Denney commented  ·  July 23, 2019  ·  Delete…

   when i type in last name (preferred) I don't want to see people that have a first name that matches. I just want to search by last name. Sometimes I see names that do not make sense logically.

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2. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

   26 votes

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   0 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!

   Phillip Denney supported this idea  ·  July 23, 2019