Reports in Redtail: The Power Behind Your CRM [38:14]


Your CRM is the accumulation of all the data of your business. This includes client info, meeting history, and notes, amongst many other things. The best part about having a CRM is being able to look back and report on these particular pieces of data.

Watch this recorded Continuing Education session showing off some of these reporting and exporting capabilities within the newest evolution of Redtail, Project Tailwag. 

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Click the link below for more information on each of the features covered in the video:

02:12 - Contact Overview

02:39 - Contact Overview - Common Tasks

04:33 - Contact Overview - Contact Card

06:32 - Reports

07:40 - Aggregators and Custodians

14:54 - Activities By Contact Report

25:08 - Advanced Search - Contact Options

25:40 - Notes By Contact Report

28:54 - Accounts by RMD Report

29:47 - Contacts by RMD Report

30:44 - Contacts by Duplicate Names

32:16 - Advanced Search - Bulk Actions

32:56 - Recycle Bin

33:24 - No Contact Report

37:01 - Articles on Reports in the CRM

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here


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