Contact Overview Menu: Assets / Liabilities

When you access a contact record in Redtail, you'll notice a new heading menu in your navigation bar, labeled Contact Overview (this menu only appears when within a contact record):



Here, we'll look at the Assets / Liabilities option under this menu:




This link takes you to your Contact Record's Assets / Liabilities page, where you can view or edit all Assets or Liabilities you’ve entered for your client or add new ones:



Right-clicking an asset or liability will provide you with the options to Edit or Delete:


Note: the options to add a new asset or liability are in the top right corner of this grid. Finally, note that there is an A/L Summary report available via pdf on the top right of the page:

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