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: 

search_box.jpg

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

Name fields (First, Last, Full)
Nickname (though the Note below doesn't apply to Nicknames; you will need to hit Enter to see potential matches based upon the Nickname field)
Phone
Email
City
Zip Code
Employer
Primary Contact Name
Account Number
Tax ID Number

Note: you’ll see Name field options (only First and Last Name matches will display) 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:

contact_search.gif

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