Follow

Notes Deleted Report

Redtail CRM offers you a large number of Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Notes Deleted Report, which will allow you to see all the Notes you've deleted from a given contact's record. 

To access the Notes Deleted Report for a contact, go to their record and click their Common Tasks icon:

clickfa.jpg 

On the resulting Common Tasks modal, click Run a Report: 

runarep.jpg 

You'll then see a Reports modal. Select "Notes Deleted Report": 

ndreport.jpg 

This will download a Notes Deleted Report pdf for the client that includes Contact Name, the date the Note was added, Linked Accounts (if any), the Note Category, the Note Type, the database user that added the Note, and the body of the Note itself.

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

Comments

Powered by Zendesk