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Search Box at top of all CRM pages

On all pages within your database, you'll see a Search Box in the top left corner: 

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You can use this to search the following fields within Redtail:

Name fields
Phone
Email
City
Zip Code
Employer
Primary Contact Name
Account Number
Tax ID Number

Note: you’ll see Name field options that match what you’ve typed in the Search box displayed in a dropdown menu as you are typing. This allows you one-click access directly to their contact record:

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