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Manage Your Account: Manage Database Lists

In this post we'll look at the options available to you under Manage Your Account —> Manage Database Lists:

 

 

With Redtail you can customize the system to reflect the way your firm labels the various items that relate to your business. By customizing the way that list items are named to match the naming conventions already in place within your business, you'll help to achieve efficiencies within your business. When your lists are defined and individual list items are applied to contact records, you can then search on these list items from your Advanced Search page and create QuickLists, allowing you to access this information quickly and easily.

After clicking on the Manage Database Lists link from the Manage Your Account menu, you'll see you then have the ability to add to or edit the following Lists:

 

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Within each of these sections, you can view, edit or delete your existing list items. To add a new item for a list, just click the Add button in the upper right corner of the section. Information on each list is below:

Account Type Lists

When adding an Account, you can choose from multiple default Account Types plus any number of Account Types that you create here. 

Activity Type Lists

When setting up an Activity, you can choose from four default Activity Types (Appointment, Phone Call, Unassigned and Task) plus any number of Activity Types that you create here

Contact Category List

When adding a contact, you can choose from two standard Contact Categories (Personal Contact and Contact) plus any number of Contact Categories that you create here.  

Contact Salutation List

Your database has a number of Salutations built-in. When adding a Contact, you can choose from any of those or from any Contact Salutations that you create here.  

Contact Source List

There are no standard Contact Source names in your database, but you can create any you need here.  

Contact Status List

There are no standard Contact Status names in your database, but you can create any you need here.  

Keyword List

There are no standard Keywords in your account by default. This is where you create your Keywords, which can be a great tool for Advanced Searches if you maintain them. Keywords are searchable via Advanced Search and accessible within each Contact Record on their Overview page or under Contact Overview —> Know Your Client —> Keywords.

Investment Objectives List

This is where you create your Investment Objective choices, which you can attach to Contacts from their Overview under Contact Overview —> Know Your Client —> Strategic Allocation Model. You can edit or delete these from your database at any time here.

Master Category List

When adding an Activity, Note or Document to your database, you can choose from four standard Master Categories ( General Information, Policy Support, Customer Service and Underwriting Information) plus any number of Category Types that you create here.

Opportunity Stage List

When adding an opportunity within Opportunity Tracker, you can choose from several standard stages or from any additional possible stages that you create here.

Personal Interests List

There are no standard Personal Interests in your account by default. This is where you create these. Personal Interests are searchable via Advanced Search and accessible within each Contact Record under Know Your Client —> Personal Interests.

Seminar Attendee Status List

There are no standard Seminar Attendee Statuses in your database by default. This is where you create those Statuses, which are useful tools during Seminar Management. You can edit or delete these from your account at any time here. To view Seminar Attendee Status, click on Seminar Management under your Tools menu. Then, right-click on the Seminar for which you'd like Attendee information and select Manage Seminar Attendees.

Servicing Advisor List

There are no standard Servicing Advisors in your account by default. This is where you create your list of Servicing Advisors, which can then be assigned to your database contacts. Servicing Advisors are searchable via Advanced Search and accessible within each Contact Record in their Contact Details section.

User Defined Fields

There are no standard User Defined Fields in your account by default. This is where you create your list of User Defined Fields, which can then be assigned to your database contacts, along with an associated Field value.  We do recommend that you don't use any of the following special characters in your User Defined Field names:

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\
:
*
?
"
<
>
and/or |

Writing Advisor List

There are no standard Writing Advisors in your account by default. This is where you create your list of Writing Advisors, which can then be assigned to your database contacts. Writing Advisors are searchable via Advanced Search and accessible within each Contact Record in their Contact Details section.

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