Advisor Type
The Advisor Type setup routine lets you enter information on each type of advisor whom you would like available to link to a person.
To report the current information stored on one or more Advisor Types
1. Click Setup > Advisor Type in the Menu Bar.
2. Click 
Do the following, as needed:
3. Click 
to close the report.
To view or modify the information stored on a specific Advisor Type
1. Click Setup > Advisor Type in the Menu Bar.
to cycle through the records in sort order.2. Double-click the row in the grid for the Advisor Type:
Enter or edit information in the Advisor Type Information page as desired. There is help available on each field. See Notes below for the uses of Advisor Types in GiftWrap.
3. Click 
to save your changes.
4. Click to close the Advisor Type Information page.
To delete a specific Advisor Type (allowed only if no gifts are assigned to the Advisor Type)
1. Click Setup > Advisor Type in the Menu Bar.
to cycle through the records in sort order.2. Double-click the row in the grid for the Advisor Type you want to delete.
3. Click 
.
4. Click Yes to confirm deletion of the Advisor Type.
To add an Advisor Type
1. Click Setup > Advisor Type in the Menu Bar.
2. Click 
.
3. Enter the information about the Advisor Type. There is help available on each field.
4. Click when done.
5. Click to close the Advisor Type Information page.
Notes:
The information you enter when setting up an Advisor Type serves these purposes:
-
It creates a list of Advisor Type Codes from which you can choose the Advisor Type of an advisor who is linked to a person. The Advisor Type Code is chosen in the Advisor Code field of the Advisor Link Information page, which is opened from the Advisors tab on the Person Information page.
-
The Advisor Type Name is used on reports to indicate the kind of advisor.