Adding or Changing a Client Photo
AdvisorEngine CRM allows you to store a photo for any Person in your database. The photo will appear on the Person Summary Card and in Details > Contact Info.
Note: If you are using the Legacy Record detail view, you will need to add the photo from Contact Info > Basic Info instead. The tools to edit the photo will not be available.
- Within the Client’s Record, hover over the photo circle on the Person card and click edit .
- Click to browse your local machine for a person photo.
- Select a compatible image file and click .
- Use the Add Photo dialog to adjust the orientation, zoom, and rotation as needed.
- Click to commit your changes.
The same process can be used to change or edit the uploaded photo if needed.
Adding an Opportunity
To add a new Opportunity you must open a Record that you wish to add the Opportunity to. Each Opportunity must belong to a Record. In the Record Details view of the desired Record, select Tools > Add Opportunity. A new dialog appears with fields to ...
Adding and Reorganizing Workflow Steps
As a the story of a client interaction proceeds, you will need to add to or even reorganize the Actions that make up that story. Adding New Steps to a Workflow: Part of Template If the step you need to add is part of the Workflow Template the ...
Adding Your Calendar to AdvisorEngine CRM
Note: Firm and User Setup for email integration must be configured before you can proceed with Calendar setup. See Email and Calendar Setup. Google Users: The default user calendar in Google cannot be synced with AE CRM. See Google: Preparing Your ...
Constant Contact: Synchronizing and Linking Client Lists
Once your AdvisorEngine CRM and Constant Contact accounts are linked through the Initial Setup you can begin to bring the two client lists into sync and link together the Persons on the CRM side with the Contacts from Constant Contact. This process ...
Changing Grid Defaults
Every Grid in AdvisorEngine CRM has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect ...