Restoring Deleted Records
The following steps allow you to restore any Record that has been previously deleted.
- Navigate to the Record Workspace.
- Click . A Grid of previously-deleted Records will appear.
- Select all Records to be restored.
- Click .
Warning! Records deleted from here using can never be recovered. Use this option sparingly, if ever.
Changes saved to AdvisorEngine CRM are immediate and largely permanent. Some changes made in the system can be reverted depending on which they are. See the following list for options: Deleted Records: Can be restored with the Restore Deleted Records ...
Splitting a Record
AdvisorEngine CRM allows you to split any Record between two Persons, choosing which data to preserve between the two Records with the Copy or Split Record Tool. You can only split a Record that has two Persons. The following behaviors will occur ...
Removing Imported Records
Records added to AdvisorEngine CRM by the Record Data Import Tool may be removed in bulk, but only if there have been no changes to any of the Records since the initial import. To remove an import, navigate to Import > Record Data Import. Click ...
Classifying and Tagging Records
Classifications and Tags are used to profile your Records for easy retrieval. An effective and consistent system of Classifications and Tags will allow you to quickly retrieve any segmented list of Records to easily view, correspond with, or report ...
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 ...