Follow

Redtail Essentials: Reports [36:38]

18RecordedWebinars.jpg

The benefit of keeping good data and records is being able to recall information later. Find out how reports can trim down time needed to complete an audit, can help your office discover who can take on projects, identify what clients need attention, and more!

Video not Loading? Unable to view YouTube? CLICK HERE

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

01:05 - Reports

02:41 - Account Reports

02:50 - Accounts by Contact Report

08:00 - Advanced Search Contact Options

09:33 - Birthday Reminders Report

12:37 - Accounts by Status

12:59 - Accounts by Linked

13:10 - Accounts by Unlinked 

14:11 - Activity Reports

16:03 - Contacts Report

20:58 - Documents Report

22:31 - Emails Report 

23:20 - Fiduciary Reports

24:24 - Notes by Contact Report

27:17 - Opportunity Reports

27:31 - Permissions Reports

28:13 - Reminder Reports

29:29 - Top-N Reports

31:41 - User Defined Fields Reports

32:35 - Manage Database List

35:20 - Common Tasks

helpdesk_VIDEOfooter.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk