Record Summary Overview

Record Summary Overview

Note: This article covers the summary functionality for the most current Record Summary design. For information on the Legacy Record view, see Record Summary Overview (Legacy).

The Record Summary is the default view when loading into Record Detail View. It provides at-a-glance information for the most critical details of a Record and the Persons, allows in-line editing of pertinent details, and quick access to common Record functions, such as active Workflows, Documents, and Financials.


At the top of the summary are any important Reminders that have been added to the Record. Below Reminders are cards for the Record and each Person on the Record. Beneath these summary cards are widgets for access common Record functions.


The fields in the Summary Cards and the selection/layout of the widgets below can be adjusted to suit each firm’s needs. See Configuring the Record Layout for more details.


Reminders allow you to put vital information at the top of the Record for immediate visibility when a user opens the Record. See Adding a Record Reminder (Alert) for more information.

Record Card

The Record Card shows selected Record-level fields. The majority can be edited directly on the card by clicking on any line item to make changes and to commit your change. Click to jump to the Record Profile Information page.

Which fields show in the Record Summary Card will depend on the Record Layout Configuration settings.

Most of the available Record Summary Card fields are pulled from Profile Information. The following other fields are also available:

  • Service Level: Sets the default Services a Record will receive through the Client Service Monitor.
  • AUM: Total Assets under management. This number is automatically calculated based on all asset data logged in Financials > Asset/Liability. Only Assets with the Managed toggle on are considered. Record must have a Classification of Client for AUM to calculate.
  • Annual Income, Liquid Net Worth, Overall Investment Experience, Overall Investment Objective, Overall Net Worth, Overall Risk Tolerance: These fields are pulled from Financials > Engagement.

Person Cards

The Person cards pull together information from throughout Profile Details. All information can be edited directly from the Card using the pencil icon on any line item. Click to jump to the Person Profile Information page.

Which fields show in the Person Summary Card will depend on the Record Layout Configuration settings.


The available widgets and their order will depend on the Record Layout Configuration settings.

Activity Feed

Get a quick look at what’s happened to the Record recently. See additions, changes, and deletions to Actions, Service Monitors, Opportunities, Contact Info, Financials, and Documents.

The list can be filtered by the type of activity or the date range in which it took place.


Allows you to see quick views of Active Workflows, Active Steps in those workflows, Recurring Definitions, and Service Monitor details. The first five active in any category will be displayed. Any line item can be clicked to be taken directly to the detail for that item.

Within the Active Steps view, any visible Step can be Completed without Note using the check control , or reassigned and have the Due Date edited using the pencil control .


Shows aggregate financial information. The line items for Income & Expenses and Taxes will show the most recent available year of data, but other years can be selected to show through the drop-down.


Shows the five most recent Opportunities associated with the Record along with the total projected Revenue. Click an Opportunity to be taken directly to it.


Shows the five most recently added/updated documents. Click the document icon to open/download the file.

    • Related Articles

    • Record Summary Overview (Legacy)

      Note: This article covers the Legacy Record Summary layout. For information on the current interface, see Record Summary Overview The Record Summary provides at-a-glance information of the most critical details for a Record and the Persons. It also ...
    • Record Detail Overview

      Note: If you are still using the Legacy Record layout, see Record Detail Overview (Legacy) for more details. The primary means of viewing and editing detailed information for a Record in AdvisorEngine CRM is in the Record Detail view. Nearly every ...
    • Record Detail Overview (Legacy)

      Note: The following article describes the sections and options available in the legacy Record layout. The current Record layout contains the same sections and options with a different interface. See Record Detail Overview for more details if you are ...
    • Record Workspace Overview

      The Record Workspace of AdvisorEngine CRM provides access to a Grid of all accessible Records in your database. The Record Workspace is accessed from the Records tile of the Home screen or by clicking Records > Records from the Site Navigation. Some ...
    • Record Data Import (RDI) Overview

      The Record Data Import (RDI) process provides a way to add Records to AdvisorEngine CRM in bulk and pre-fill many of the critical fields for those Records using data contained in a spreadsheet or other CSV (Comma separated value) file type. The RDI ...