Knowledge Base

Gift Register User Guide

Last Updated: Dec 07, 2018 12:32PM GMT
Gift Register User Guide
 
Attached to this article, you will find a helpful user guide to assist you with using the Gift Register Module on the Riliance system.
 
The Gift Register Module will act as a central location for firms to record and store all of their gifts, whether given or received by the firm.

Users with access to the Gift Register Module will be able to record these gifts and if these exceed the firm’s set limit, set a task to review this.

The Gift Register Module also has a Reporting Suite allowing you to review your entire gift register and produce useful Management Information.

Additionally, Riliance are happy to produce bespoke reports to review more specific Management Information. If you would like to request a bespoke report, please contact us at Riliance using the details below and we will be happy to discuss.

If you have any questions at all, or would like any further assistance with recording a gift, please do not hesitate to contact our Client Services Team on 01829731200. Or alternatively, you can email us at clientservices@riliance.co.uk
 
To download the guide, please click the attached document named ‘Gift Register Guide’ below.

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