Advisor Setup
The amount of Advisors set up in this screen will dictate the amount of slots available on the Appointment Schedule By Shop.
The left hand side will have a store and branch drop down to add or edit advisors in the correct location. Below the branch drop down is a team drop down to filter even further the advisor you wish to view.
You can view active or inactive and sort by nickname or RO's.
Adding an Advisor
Adding an Advisor
Use the drop down list to search for any Advisor, followed by clicking Add to add a new Advisor to the active list.
Newly added Advisors are setup with a default work schedule which can be modified at any time.
There are three tabs in the advisor setup window: