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 User Defined Fields Report.
To access the Account User Defined Fields 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 User Defined Fields Report is accessible within the UDF Reports section:
After clicking Account User Defined Fields, your report will open up. Here's a look at a sample portion of an Account User Defined Fields Report:
Note that the columns will allow you to sort the report data based upon that column's data by clicking the column name.
The Account User Defined Fields Report displays all accounts to which you have assigned a UDF by default. To look for specific UDFs and / or specific accounts you can use the Filters button.
Above your report, you'll see several Options:
If you click an Account Number from this report, you'll be carried to that Account's Details page, where you can access and edit its User Defined Fields, if need be.