Reporting updates

When you select the Reports option from your navigation menu in Redtail, you’ll now see one page, broken down by Report type, with links to all of your Standard Reports:

Note as well at the top of your main Reports page the first section is headed “Favorites”. We’ve added the ability to mark Reports as favorites (as we did with Contacts several months ago) and any Reports you designate as a favorite moving forward will now display in that section on your Reports page to provide quicker access. Additionally, you’ll see that the star next to a Favorite report is filled in, rather than just outlined, so that you’ll know you’ve marked it as a favorite, regardless of whether you are viewing it in the top Favorites section, or in its original home:

For Custom Exports, sticking with the theme of “favorites”, we’ve added “Favorite” as a field you can include for your Custom Export Templates (in the Basic Information section at the top of the Custom Export Builder). If you include that field, whenever you export contacts from one of your contact lists using that Custom Export, only those contacts that are marked as “Favorites” for your username will be included in the export.

We’ve also added “CRS Sent Date” and “CRS Signed Date” to your Custom Export Builder, an another tool for Reg BI compliance. You’ll find those in the Account General Information section of the Builder.

Contact Record Update

If a contact has a Physical Address marked as Primary, you’ll now also see a “Local Time” field at the top of their Contact Card. This was added to assist database users with scheduling calendar items for those contacts in time zones other than the user:

Preferences

Last but not least, under your General Options in Preferences, you can now select which Contacts screen displays by default when you click “Contacts” from your navigation menu. Your options are Favorites, Contacts A-Z, Advanced Search, Quicklists, Tag Groups, Recently Added, Recently Viewed, Top, and Recycle Bin:

Last night we rolled out updates that allow you to “Favorite” contacts within your database. Note: each individual database user will see their own list of Favorites, i.e., when you mark a contact as a Favorite, this has no effect on the Favorites list another database user sees.

When you click “Contacts” from your main navigation menu on the left of your CRM, your contacts you’ve marked as “Favorites” are now the first group of contacts you will see, rather than your Contacts A-Z list:

A column displaying this star will now display on all your lists of contacts (Contacts A-Z, Search results, Tag Groups, Quicklists, etc.). If the star is filled in solid, the contact is a Favorite – otherwise, you have not designated them as a favorite:

From any of these displays of contacts, you can mark a contact as a favorite either by 1) clicking the star in its row or 2) clicking its Actions menu and selecting “Mark as Favorite”:

While within a contact record, you can mark or unmark a contact as a favorite by either 1) clicking the star within their Basic Information section or 2) going to their Common Tasks menu and making the appropriate selection there: