Adding Basic Notes to Records

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.

  1. Open the Record you want to work in.
  2. Navigate to the Notes section of the Record.
  3. Select the tab of notes you want to edit.
  4. Click Edit.
  5. Enter any text you need.
  6. Click Save 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.
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