Set up Advisory

To change your Onvio Advisory configuration, select choose Setup > Advisory Setup. 

Advisory Services Offered

You can set up the Advisory services that you offer to help you display appropriate information and items in the Dashboard.

  1. Click Edit in the Advisory Services Offered window.
  2. Mark the checkbox for each service you offer.
    • To quickly select all services, mark the (Select All) checkbox.
    • You must select at least one service.
    • To view a list of selected services, click the Show Selected tab.
  3. Click Done.

Client Handouts

You can enable or disable elements of Client Handouts.

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