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, first go to Manage Your Account


 Then, select Manage Database Lists


The body of the Manage Database Lists page is controlled by which List you have selected in the Manage Lists column on the right:   


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


You can add new Account Types by clicking the add button in the top right corner.  You'll then see the below modal: 


Just type in the name for your new Account Type and click Add Account Type.  

Those Account Types that have been manually added to your database will have both Edit and Delete options available from their Actions menu, 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.

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