Consultants

·This browse allows the user to insert one or more consultants handling the selected client's portfolio.

·Only one of each consultant type is allowed per client.

ConsultatnsBrowse

This is an example of the Consultants browse

 

ConsultatnsForm

This is an example of the consultants form

 

 

Minus18The following can be found on the consultants browse:

·Consultant:

oAllows the user to select a consultant from the master consultant list.

 

·Type:

oAllows the user to select the nature of the consultant.