Follow

Can I add additional Account Types to my database?

When manually adding an account to Redtail CRM or when editing an existing account, one of the fields available is Account Type.  By default, there are many Account Types from which you can choose.  If you would like to designate an Account Type not available from those default Types, however, you have the ability to add new Account Types.

To do so, under your Manage Your Account menu, select Manage Database Lists:

 

myamdl.png

 

The body of the Manage Database Lists page contains all of the lists that you can edit in expanded form.  You can work with individual database lists by clicking their name in the Lists box to the right:

 

atl.png

 

After you've clicked Account Type Lists, your page will refresh displaying only this list.  Since the Account Type List is long, a partial view is below:

 

atl1.png

 

Note that beneath all of the Account Types displayed here that these are system Account Types and cannot be edited or removed.  You can, however, add new Account Types by clicking the Add button in the top right corner.  You'll then see the below dialog:

 

anat.png

 

Just type in the name for your new Account Type and click Save Account Type.  If you had added a new Type named "Margin Account", you would then see it in your list of Account Types, as below (note again that is only a portion of the Account Types list):

 

marginaccount.png

 

As you can see, those Account Types that have been manually added to your database have both Edit and Delete options beneath them, meaning you can edit their name or delete them entirely.

After adding your Account Type, it will then be available in the Account Type menu when adding or editing an account.  Account Type is also a searchable field from your Advanced Search page.

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

Comments

Powered by Zendesk