Send Details to IFA

This option provides the ability to send a Contact's details as a referral to a Financial Advisor.

To configure this option the Financial Advisor must first be set-up as Contact record with a type of Financial Advisor. Add this record if one doesn't exist already ensure their email address has been added.

Store the advisor in System Configuration via File → Configuration → Site/Branch → Defaults → Default Financial Advisor.

From a Contact record click the Advanced tab and click Send Details to IFA. The Email screen will appear containing the Contact's relevant details, click Send to email it to the financial advisor.

A Note will be stored against the Contact record.

Acquaint creates a default Email Template called Financial Advisor Enquiry Lead for submitting these details this can be changed/edited in Marketing Tools → Emails.