Set up Advisory

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

Note: All services are enabled by default, unless you change the selections.

  1. In Advisory, choose Setup > Advisory Setup.
  2. Click Edit in the Advisory Services Offered window.
  3. 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.
  4. Click Done.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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