Captured Emails Are Creating Unwanted or Incorrect Actions
Emails captured by AdvisorEngine CRM may have Actions associated with them. However, you can control which Workflow Template is used when the email is captured, and if using the Microsoft 365 email integration, can control whether an Action is created at all. The Workflow Template selected affects whether the Action has Action Required or to whom the Action is assigned.
If you are getting undesired behavior from captured emails, check your templates assigned to email capturing.
Check the settings for your Workflow (Action) Templates based on your email setup:
You can either select another Workflow Template, or you can return to AE CRM and edit the selected Workflow Template to adjust the undesired behavior. Again, in the case of Microsoft 365, you may also disable the creation of Actions with email capture altogether.
Note that these settings are per-user.
Viewing or Printing Captured Emails
Emails captured to a Record can be viewed within a Record they were captured to or as part of any Action they make have been linked to. Browsing all Captured Emails for a Record Open any Record in Record Detail view. Navigate to the Emails section. ...
Creating Recurring Actions
Before creating a Recurring Action, be sure to review Recurring Actions Overview to understand the details of what makes up a Recurring Action and when to use them. Locate the Record you want to apply a Recurring Action to and open it in Record ...
Linking Calendar Appointments to Actions
Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine CRM. Linking calendar appointments to Actions allows for quick reference between an Action and its related appointment. The following steps show how to add an Action ...
Creating Birthday Correspondence
Using the Birthdays tool in AdvisorEngine CRM allows you to quickly and easily create birthday correspondence. You can send personalized emails, create letters, or just print mailing labels for the current month’s birthdays. Navigate to the Record ...
Sending Emails from Actions
AdvisorEngine CRM enables you to draft and send an email from an Action using your email integration. The email will automatically be captured and linked to the originating Action. Note: Before you can use this feature, your firm and user need to ...