Splitting a Record

Splitting a Record

AdvisorEngine CRM allows you to split any Record between two Persons, choosing which data to preserve between the two Records with the Copy or Split Record Tool. You can only split a Record that has two Persons.

The following behaviors will occur with a Record split function:

  • All basic Record-level data will be duplicated onto the new Record.
  • Person 2 will be removed from the source Record and set as Person 1 of the destination record.
  • The destination Record will be automatically named as LastName, FirstName of Person 2.
  • Extended Record-level data can be copied to the destination Record or not based on selections in the tool.
  • Assets on the source Record will not be duplicated. You will be given the option to select which assets will belong to which Record.

Splitting a Record

  1. Navigate to the Record Details view of the Record to split.
  2. Click Tools > Record Settings > Copy or Split Record from the Record Toolbar. The Copy or Split Record Tool will open.
  3. Select the Split option.
  4. Select which areas of the Record you want to duplicate into the new Record using the check boxes.
  5. If the Record contains any assets they will be left on the source Record by default. Click Keep on Original for any asset to change its behavior to Move to New Record.
  6. When all settings are configured, click Split Record. You will be asked to confirm the process.

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