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 Account Renewals Report.
To access the Account Renewals Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database:
On the resulting page, your Account Renewals Report is accessible in the Reminder Reports section:
After clicking Account Renewals, your report will open up, displaying your database's Account Renewal Reminders. Here's a look at a sample portion of an Account Renewals Report:
If you click a contact's name, you'll be carried to the contact's Overview page and can enter their Accounts section from the Left Menu Bar.
If you click the Account Number, you'll be carried to the details page for that specific account, where you can update the renewal date or other pertinent information regarding the account.
Above your report, you'll see several Options:
Comments