This guide is intended to help you identify a list of fields that we at AdvisorEngine consider to be important for a number of different reasons. The importance could be for compliance purposes, business metrics and analytics, client segmentation, business development, marketing, etc.
You may identify additional fields that are important to your firm. We encourage you to add these fields to your firm’s important Fields checklist.
The screens included in the guide reference the legacy Record view. As the enhanced Record view is finalized, this guide will be updated with new images. The important fields are the same regardless of the view used.
Download a printable PDF guide here:
Important Fields Guide
Preview of the guide contents:
Adding New Users
To add a new User to AdvisorEngine CRM, you must have a free CRM license. Adding a New User Navigate to Settings > User Profiles. Click +New User 1. The Enter User Information window will appear. In the Name & Details tab, enter the following ...
Adding a New Record
Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...
AdvisorEngine CRM provides powerful features for corresponding with your Records both digitally or in print. Within AE CRM you can directly email any Record, prepare a personalized letter, or simply print an envelope or address label for a mailing. ...
Creating New Document Templates
This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit. To create a new Document Template using the Online Document Editor: Use ...
Record Detail Overview
Note: If you are still using the Legacy Record layout, see Record Detail Overview (Legacy) for more details. The primary means of viewing and editing detailed information for a Record in AdvisorEngine CRM is in the Record Detail view. Nearly every ...