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
25:40 - 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.