Advisor Types are used for both Companies and Trusts, when setting up an advisor for a company or trust you will need to select an advisor type, for example a financial advisor, the Advisor Types grid is where you can setup these types. The Advisor Types grid looks like this: -
Description
The Description is how you want this Advisor Types to be known and displayed as.
Standard Controls
The standard controls bar, which appear at the bottom of the screen can be used to change the selected maintenance item.
Add
While in the Advisor Types section, this button can be used to add a new Advisor Type. When clicking the add button, the following screen will be displayed.
Edit
The edit button can be used to edit the description of an existing Advisor Type if the type. This is done using the above screen.
Delete
When you select an item from the main working area, you can click the delete button to remove this item from the system, a confirmation box will be displayed incase the button is click accidentally.
Export
This will export whatever is in the working area into an excel spreadsheet so that this can be used externally from the system.
Refresh
The refresh button simply refreshes what is being displayed in the grid
X
The X button simple closes the maintenance module.