Assets and Liabilities

• From the Contact menu, select Assets and Liabilities.
• From the sidebar, select Contact then A & L.

Adding an Asset

1. From the Name drop-down list, select a contact.
2. Select the Assets list. A shadow will appear around the list to indicate it is selected.
3. Click the New button. The Asset dialog will be displayed.
   
   
   
   
4. Enter the asset details.
5. Select the Owners tab.
   
   
   
   
6. Double-click the contacts who own the asset. The selected contact(s) will have a 'tick' placed next to them.
7. Click the OK button.
   
   

Adding a Liability

1. From the Name drop-down list, select a contact.
2. Select the Liabilities list. A shadow will appear around the list.
3. Click the New button. The Liability dialog will be displayed.
   
   
   
   
4. Enter the liability details.
5. Select the Owners tab.
   
   
   
   
6. Double-click the contacts who own the liability. The selected contact(s) will have a 'tick' placed next to them.
7. Click the OK button.