Contact Permissions Report – Helpdesk

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 Permissions Report. You can read more about Permissions here.

To access the Contact Permissions Report (available only to the database owner and admin users), 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 Contact Permissions Report is accessible within the Permission Reports section:

After clicking Contact Permissions, your report will open up. Here's a look at a sample Contact Permissions Report:

Here you'll see the names of the permissioned contacts, along with the name of the team and/or user who has access to their record, their Status, Category, Source and Servicing Advisor.

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

Above your report, you'll see several Options:

The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:

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.

Comments