To link an advisor to a person
You can link any number of advisors to a person. You define the nature of the advisor-person relationship during the linking process. An advisor could be a family member, attorney, accountant, insurance agent, or executor, for example.
An advisor's record must already exist in GiftWrap before you can link the advisor to a person. Advisor records are added under Actions > Advisors.
1. Open the Person Information of the person to whom you wish to link the advisor. 
How?
2. Click the Advisors tab.
3. Click 
.
4. Enter the advisor's last name in the Advisor's Last Name field, and then click Search.
You can use the percent sign (%) as a wild card when searching.
If the name of the advisor you wish to link does not appear in the list, close the Advisor Link Information window and add the Advisor to GiftWrap. How? When done adding the advisor, return to step 1 above.
5. Double-click the row for the name of the advisor you want.
6. Enter the advisor link information. There is help available on each field.
If the Advisor Type you wish to assign is not available, close the Advisor Link Information window and add the Advisor Type to the list. How? When done adding the Advisor Type, return to step 1 above.
7. Click 
to save the information.
8. Click 
to close the window.