Adding Financial Advisors to Constituent Records

Travis Byrd

Does anyone have a suggestion on how to add a financial advisor to a constituent's record?  We are considering adding the advisor to the record through relationships, but we wanted to know the best practice.  Thanks!

JoAnn Strommen

Not a category / relatoinship type we've used but if I were asked to put it somewhere on the record I would do it through relationship.  Seems like the logical place to me to record it. 

Barb Kunkel

Travis,

We do add Financial Advisor to the constituent's record through the Relationship tab using Financial Advisor and Client as the Relationship/Reciprocal fields.