Contacts by Important Information 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 Contacts by Important Information Report, which will allow you to display everything you've entered in your contacts' Important Information area in one report, as well as to search that data for specific content.

To access the Contacts by Important Information 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 Contacts by Important Information Report is accessible within the Contact Reports section: 


After clicking Contacts by Important Information, your report will open up, displaying all of your contacts alphabetically, regardless of whether or not you have data entered in their Important Information field.  Here's a look at a sample portion of a Contacts by Important Information Report: 


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 specific text you're looking for in the Important Information area:
Note as well the "Only show an excerpt of the information" checkbox - checking this off will truncate longer Important Information entries. 
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


Powered by Zendesk