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Add a gift or hospitality record

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Written by Huzayfah Patel

To create a gift or hospitality record, follow the steps below:

  1. From the Home Page, click Modules then click Gift/Hospitality Register.

  2. Click +Add then populate Hospitality/Gift Type and Is the firm Giving or Receiving this Gift/Hospitality?Note: The following form will reflect the combination of options you select here.

  3. Within the form, to add details of someone from outside of the business:

    1. Click + Add.

    2. Populate the fields.

    3. Click Accept.

    4. Repeat steps 1 - 3 above for any additional people.

  4. To add the details of internal staff involved in the gift or hospitality:

    1. In the Name box, start typing the name of the person and select them from the list.

    2. Select the Office, Practice Area and Group.

  5. Complete the remaining details of the gift/ hospitality.

  6. Click Save.

Note: Your record will now be processed in accordance with your business policy, and it will automatically be either accepted or referred to the relevant people for review.

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