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


You can add new Account Asset 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 Asset Type and click Add Account Asset Type.  

Those Account Asset 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 Asset Type, it will then be available in the Account Asset Type menu when adding or editing an account assets.  Account Asset 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


Powered by Zendesk