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Step 7 - Contact - Assets
Step 7 - Contact - Assets
- Matthew Garrett
Owned by Matthew Garrett
The Assets tab allows users to enter details of the contact's current assets.
Selecting Joint Owners
If you have added other client contacts on the Contacts tab, they will appear in the Joint Owners list. Before clicking the right-arrow button to add an asset, double-click a contact in the Joint Owners list to indicate that an asset is jointly owned
A tick next to the contact in the Joint Owners list means that when an asset is added, the contacts with a tick will also have a link to the asset.
Adding an Asset
- Enter the asset details.
- Click the right-arrow button (
) to move the asset into the Assets list on the right-hand side of the dialog.
- To remove a redundant or incorrect asset, select the asset from the Assets list and click the left-arrow button (
). - A user cannot remove an Income Asset Type IF it was created as part of creating an employment history. To remove that particular Income Asset Type, please return to Step 6 - Employment.
IMPORTANT CONCEPTS
- Asset Type: use the Space Bar to toggle between Asset and Income.
- Encumbrance Group: if another party has a financial stake in an asset, set the encumbrance to Yes. This will allow the user to enter the details of the company that has the encumbrance and the amount of the encumbrance. If an asset has an encumbrance, this creates a liability record. The encumbrance Notes are the notes that will be displayed next to the liability.
- Clear Asset Fields Button (
): click to clear the reference information.
, multiple selections available,
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