Record Workspace Overview

Record Workspace Overview

The Record Workspace of AdvisorEngine CRM provides access to a Grid of all accessible Records in your database. The Record Workspace is accessed from the Records tile of the Home screen or by clicking Records > Records from the Site Navigation.

Some of the unique features of the Records Workspace include:

Last 20 Records

The Record Workspace has a built-in Search definition available that shows only the most recent 20 Records you have accessed. View this Search by clicking Last 20 Records from the Records tile on the Home screen or by clicking Records > Last 20 Records from the Site Navigation. This feature is not to be confused with the Last 20 Records quick access drop-down.

Alphabetical Filter

Click any letter on this line to filter the Record Workspace by that letter. You will see all Records whose Record Name begins with the selected letter. Click # for any numbers or special characters. Click ALL to remove the filter.

Record Preview

View the summary of any Record in the Record Workspace by clicking the plus at the head of the row. Click the minus to collapse the preview.

Open a Record

Any Record listed in the Record Workspace can be opened directly from the Grid by clicking on the Record’s row.

Record Selection Tools

Many of the tools available in the Record Workspace Command Bar require first selecting one or more Records to use the tools on. Select Records by clicking the checkbox at the head of any Record row. The number of selected items will display at the top of the Grid.

Shortcuts at the top of the grid can also be used to select all, select none, or Select Page (all the Records in the current visible page of the Grid).

Record Workspace Command Bar

AE CRM contains a number of tools for working on one or more Records quickly from the Record Workspace. The following options are available from the Record Workspace Command Bar:

    • Related Articles

    • Document Workspace Overview

      The Document Workspace provides a location for you to view all the documents associated with a Record and make any necessary changes. The Document Workspace may be accessed globally or on an individual Record. The global workspace will allow you to ...
    • Assets Workspace

      The Assets Workspace Grid gives you access to all Assets (and Liabilities) connected to all your Records in AdvisorEngine CRM. It also is the home to the Asset Data Change Tool. To navigate to the Asset Workspace, select Assets from the Site ...
    • Record Data Import (RDI) Overview

      The Record Data Import (RDI) process provides a way to add Records to AdvisorEngine CRM in bulk and pre-fill many of the critical fields for those Records using data contained in a spreadsheet or other CSV (Comma separated value) file type. The RDI ...
    • 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 ...
    • Record Detail Overview (Legacy)

      Note: The following article describes the sections and options available in the legacy Record layout. The current Record layout contains the same sections and options with a different interface. See Record Detail Overview for more details if you are ...