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No Contact Report (No Notes or Completed Activities)

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 No Contact Report, which will allow you to see which contacts you have not entered a Note for or completed an Activity for in a certain amount of days.

To access the No Contact Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

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On the resulting page, your No Contact Report is accessible within the Contact Reports section: 

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After clicking No Contact, your report will open up, arranged alphabetically and based upon a 90 day setting for the "Days in the past" filter by default.  Here's a look at a sample portion of a No Contact Report: 

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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 filters modal will allow you to filter the number of days in the past for which you want to see that No Contact has been made, as well as allowing you to filter by Contact Status, Category and/or Servicing Advisor:
 
nc3.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.  
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