Contacts NOT Permissioned 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 NOT Permissioned Report. You can read more about Permissions here.

To access the Contacts NOT Permissioned 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 NOT Permissioned Report is accessible within the Permission Reports section: 

After clicking Contacts NOT Permissioned, your report will open up.  Here's a look at a sample Contacts NOT Permissioned Report: 

Here you'll see the names of the contacts in your database that are not permissioned, along with 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:

 

 

Note as well the "Saved Filters" tab here. If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for! Learn more here.

 

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.