Main Content Summary

This help page describes a content link within SmartOffice CRM that allows users to manage advisor information beyond basic details.

Key Features

The Advisor Add'l Detail content link provides access to:

• Communication preferences
• Important dates
• Set membership
• User assignment
• Additional advisor-specific information

Unique Advisor Fields

The Miscellaneous Information Section contains fields specific to advisors:

1. Min. Check Amt.($): "Override the office-level setting and set a different minimum check amount for the individual advisor" related to commission processing.

1. MDRT Goal: For tracking Million Dollar Round Table membership targets.

1. House Account: "Designates the advisor as the top of the commission hierarchy who receives the gross commission amount from the carrier."

1. Alphakey, AlphaNum1/2: Customizable fields for tracking additional advisor data, with Alphakey being useful for advanced searches.

Additional Notes - The layout can be customized with appropriate user rights

• Users with Production Dashboard licensing see a different layout
• This section mirrors information found in contact Personal and Add'l Personal content links