Professional advisers such as accountants or solicitors can be linked to a client record within the system; this is helpful for record keeping regarding a client's ongoing affairs.
If it is a referral rather than an ongoing servicing arrangement, see Referral Source for more information.
- How to create a Professional Adviser
- Add a Professional Adviser to a Client
- Remove a Professional Adviser from a Client
How to create a Professional Adviser
To enter a professional adviser into the system Settings > Professional Adviser
Enter details about the adviser/entity that you wish to create, as well as entering referral monetary arrangements
Add a Professional Adviser to a Client
To link the Client and Professional Adviser, from within the client record select Basic Info > Professional Adviser
You will be able to select the Professional Adviser from the list:
Remove a Professional Adviser from a Client
Select the red trash can to remove the Professional Adviser from the Client's record:
