Follow

Contact User Defined Fields 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 Contact User Defined Fields Report.  

To access the Contact User Defined Fields Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

reports.png 

On the resulting page, your Contact User Defined Fields Report is accessible within the UDF Reports section: 

cudf1.png 

After clicking Contact User Defined Fields, your report will open up. Here's a look at a sample portion of a Contact User Defined Fields Report: 

cudf2.png

Note that the columns will allow you to sort the report data based upon that column's data by clicking the column name. 

The Contact User Defined Fields Report displays all contacts to who you have assigned a UDF by default. To look for specific UDFs and Values and / or specific contacts you can use the Filters button. 

Above your report, you'll see several Options: 

 
 
The "filter" button presents you with a modal that will allow you to filter by a specific Contact or UDF:
 
cudf3.png

To filter by a specific UDF, just click inside the User Defined Field box and select your desired UDF. You'll then have the option to choose the value for that specific field. In the example below, I've set up my Filter to search for all contacts with a Value of "Monthly" for the UDF "Newsletter": 

mon2_2.png

 
Clicking export will download the data and allow you to open it up in Microsoft Excel. 
 
The pdf button downloads a report, suitable for printing.   
 
Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts. 
 
 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk