Adding Basic Notes to Records
AdvisorEngine CRM provides a section within a Record to store basic notes that you'd like to be able to reference. The Notes section has three tabs in which you can store this information: Important Information, Billing, and Account Review. Note that these tab labels are cosmetic only and you may use these tabs for whatever purpose you decide.
- Open the Record you want to work in.
- Navigate to the Notes section of the Record.
- Select the tab of notes you want to edit.
- Click .
- Enter any text you need.
- Click when finished.
When logging a note, be sure to ask yourself first if this information is better suited for an Action or a Record Reminder instead.
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 a Record Reminder (Alert)
Record Reminders (or Alerts in legacy) provide a way to call attention to important information for a Record as soon as any person in the firm opens to the Record Detail. If you have information to note which is not important enough for a Reminder ...
Performing Basic Searches
Basic Searches are available from any AdvisorEngine CRM Grid that features the Search Bar. Navigate to the Grid you want to search. Begin typing your search criteria into the Search Bar. The Grid will automatically update. Basic Searches use ...
Company and other Entity Records
Records for Companies can be entered and tracked in more than one way in AdvisorEngine CRM. See the options below to determine which will best suit your firm’s requirements for tracking and reporting. Single Company Record: Create one Record for the ...
New User Module 2-1: Records
Understanding Records and the Record/Person Structure Learn the fundamentals of how Records function in AE CRM. Records Overview Creating Records Learn how to create new Records and what should go into them. Adding a New Record Important Record ...