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 Deleted Accounts Report, which will allow you to see which accounts have been deleted from your database, and restore any if necessary.
To access the Deleted Accounts 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 Deleted Accounts Report is accessible within the Account Reports section:
After clicking Deleted Accounts, your report will open up, filtered by client's Last Name by default. Here's a look at a sample portion of a Deleted Accounts 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:
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