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Can I add new Investment Objectives to my database?

Investment Objective is one of the fields you can track about your individual contacts within Redtail.  This field can be completed from the Know Your Client page within a contact record

To add a new Investment Objective to your database, under your Manage Your Account menu, select Manage Database Lists:

 

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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:

 

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After you've clicked Investment Objective List, your page will refresh displaying only this list:

 

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You can add new Investment Objectives by clicking the Add button in the top right corner.  You'll then see the below dialog:

 

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Just type in your new Investment Objective and click Save Investment Objective.  If you had added a new Objective for "Capital Preservation", you would then see it in your list of Investment Objectives, as below:

 

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Investment Objectives have both Edit and Delete options beneath them, meaning you can edit their name or delete them entirely.

After adding your Investment Objective, it will then be available to apply to your contacts.

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