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 on that grouping.
Before applying Classifications or Tags to your Records, it is important to take time to understand their purpose and to create internal standards of how and when your firm will use each Classification and Tag.
As the name indicates, Classifications are ways to broadly classify your Records, such as Client, Prospect, Vendor, or others. Each Record must have at least one Classification. More than one can be set, but they are intended to be used as broad categories and should not get too specific. If you’re using more than three or four Classifications, consider using Tags instead.
There are certain Classifications that are keyed to system functions in AdvisorEngine CRM. Add these Classifications to a Record to enable the features mentioned.
|Client||Enables email capture for this Record through the Outlook Add-in or Office 365 integrations.
Enables reporting of this Record for certain dashboards, such as clients by advisor or overall AUM.
For Laserfiche Cities Digital integration users, enables folder creation/linking for the Record.
|Enables email capture for a Record that is not a client.|
Tags are a way to more specifically identify a Record and group it with other like Records. For example, you could add a unique Tag to all Records receiving RMD or every Record that attended a specific event you offered. There’s no need to limit the number of Tags you add to a Record.
Before you can apply Classifications and Tags to your Records, begin with the end in mind. Take the time to plan, as a firm, how you want to be able to quickly group your Records for reporting, correspondence, or just summary viewing.
Consider the following questions as to how you want to group clients:
As you consider what groups you want to collect in your database, think about the following areas of service you provide to decide which groups are important:
After you’ve drafted a list of Record groups you want to be able to quickly access, determine if any existing Record data already provides the segment you're looking to create, for example: Service Level, Meeting Frequency, Overall Net Worth, or another existing field of the Record.
If no existing field already provides the segment, decide the Classification or Tag you’ll use for the group. If necessary, create any new Classifications and Tags needed in List Maintenance.
Create a system to ensure that you’re correctly classifying and tagging new Records, as well as an occassional review of your groups to ensure they remain relevant or to discover any new groupings you need to create.
On an individual Record, Classifications and Tags appear as part of the Record Level Profile Information located in Details > Profile Information. Classifications and Tags can also be configured to appear and be edited from the Record Summary card.
To add or edit Classifications or Tags: