Accounts Unlinked Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Accounts Unlinked Report.  

To access the Accounts Unlinked Report, click the Standard Reports option under the Reports menu from your top navigation menu to see all of the available Standard Reports within your database:


On the resulting page, your Accounts Unlinked Report is accessible within the Account Reports section:


After clicking Accounts Unlinked, your report will open up.

Please see this post for a detailed write-up on working with these Unlinked Accounts.

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