Can I Add Additional Account Tax Qualified 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 Tax Qualified Type.  By default, there are many Account Tax Qualified Types from which you can choose.  If you would like to designate an Account Tax Qualified Type not available from those default Types, however, you have the ability to add new Account Tax Qualified 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 Tax Qualified Types, your page will display this list: 


You can add new Account Tax Qualified 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 Tax Qualified Type and click Add Account Tax Qualified Type.  

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

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