2017 GAIL & Advizor Survey Results: Part 1

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 

• More relationship Data
  • Creating Corporate and Employment Relationships 
    

    ---

     

  • Creating Individual Relationships
    1. From the Constituent Record, click Relationships then click the Relationships sub-tab and click the Add button
       
       

       ---

    2. Search for the constituent record to link in GAIL (if one does not exist, add an invidual record).
    3. Click on the drop down menu to establish the relationship from the list of options.
       
       

       ---

    4. Add a start/end date and click save when done
       
       

       ---