You create an advisor record for each advisor. You can also edit an advisor record as necessary. (For example, you can change the advisor’s address or phone number.)
To create or edit an advisor record
1 | Start the |
The default location of this process is the Home Service folder on the navigation bar.
Horizon opens the List Home Service Advisor window.
2 | Do one of these options: |
• | If you want to create a new advisor record, click New. |
• | If you want to edit an existing advisor record, double-click the advisor whose record you want to edit. |
Horizon displays the Edit Home Service Advisor window:
3 | Complete or update these fields: |
Field |
Action |
Enter a short code or abbreviation for the advisor. (For example, enter “kb” for Kari Brown.) |
|
Enter the advisor’s name, last name first. (For example, enter “Brown, Kari”.) |
|
Enter each line of the advisor’s street address. |
|
City/State |
Enter or choose the code for the advisor’s city and state. To add or edit a city code, click Codes. Then click Add or Edit in the Code Lookup window. |
Enter the advisor’s postal code. |
|
4 | Click Page Down or resize the window to display these fields: |
5 | Complete or update these fields: |
6 | Click Page Down or resize the window to display these fields: |
7 | Complete or update these fields: |
Field |
Action |
Notes |
Enter any additional notes about the advisor. (For example, enter “Has degrees in English and Spanish” or “Will be moving in September.”) |
Routes group |
To view another route, select the route from the drop-down list. This group lets you view the routes to which the advisor is assigned. Note: You assign an advisor to a route by accessing a route record. (For more information, see Creating or Editing a Route Record.) |
This field displays the code of a route to which the advisor is assigned. This is a display-only field. |
|
Description |
This field displays the description of a route to which the advisor is assigned. This is a display-only field |
8 | Save your changes. |
© 1998-2017 Sirsi Corporation