From re-registering accounts and transferring assets to continuing the relationship with one or both spouses and family members, there are many tasks to be handled during and after clients become divorced. Below are tips and recommendations to help ...
AdvisorEngine CRM allows you to create a duplicate of any Record in your database with the Copy or Split Record Tool. The following behaviors will occur with a Record copy function: All basic Record-level data will be duplicated onto the new Record. ...
Move or Copy a Workflow Between Records
Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions). Open any Workflow in Overview mode. Click Move/Copy or Move/Copy Workflow in the upper right. (The exact label will ...
Making Mass Changes to Records
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Record fields, saving the need to edit each Record individually. The Record Data Change Tool allows edits to the following Record fields: Classifications Tags Interests ...
Installing the Record Data Import Tool
The Record Data Import Tool is a locally-installed software program that processes your spreadsheet of data into a format that AdvisorEngine CRM is able to import. The following documentation will walk you through downloading and installing the ...