All advisors must exist in the Advisor Master table before any functions can be performed, and this window is used to maintain these advisors. When this window is initially opened, the Advisor ID and Advisor Name of all advisors are displayed.
When you enter search criteria in the Search By group box and press Enter or click the Find Now button, advisors who meet the criteria are retrieved and listed by Advisor ID and Advisor Name. To clear the criteria and enter new criteria, click the New Search button.
The following criteria can be used to filter your search:
When you select an advisor, editable details are available in the Advisor Detail pane. These detail columns allow you to edit and save data about an advisor. You must save any changes you made to an advisor before selecting another advisor.
The following columns are available for you to enter or edit data for the selected advisor.
The following buttons allow you to access other windows or perform an Advisor action:
Maintain/Edit Advisor Information
Making the Advisor-Advisee Relationship Status Active or Inactive
Synchronize Advisor Information Window