There are multiple ways to create an advice service. The simplest way to do so, is from My Practice view.
From the side nav menu, select Advice Services represented by the icon.
To create an advice service:
- Use the toggle menu to select the type of service you want to create (Current or Pipeline).
- Click the icon next to the service you wish to edit.
- You will land on the basics screen of the new advice service. All required fields will appear in red.
- Click Save.