Accounts by 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 by Unlinked Report.  

To access the Accounts by Unlinked 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 Accounts by Unlinked Report is accessible in the Account Reports section: 


After clicking Accounts by Unlinked, your report will open up. A portion of a sample report is below:


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

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