Navigating a Record

Navigating a Record

Note: If you are still using the Legacy Record layout, see Navigating a Record (Legacy) for more details.

Being able to quickly navigate and access all needed Record sections will drive your efficient use of AdvisorEngine CRM. The following navigation features are available:

Change Layouts

To switch to the Legacy Record layout, go to Tools > More Tools > View Old Record layout. You can switch freely between layouts any time.

Change Landing Behavior

By default, the Record opens to the Record Summary Page. This behavior can be changed in User Preferences so the Record opens to the last Record section viewed instead.

Record Sections Navigation

All sections of the Record can be accessed from the navigation bar found under the Record header. Click on any section to jump directly to it. See Record Detail Overview for a description of each section.

The navigation options available can be hidden to streamline workflow if desired using Record Layout Configuration.

Return to List, Previous/Next Record

Click to jump back to the Record Workspace Grid. Use and buttons to navigate back and forward through Records in the order they were displayed in the Record Workspace Grid you came from. This will include any filters, sorts, or searches that you had applied.

These buttons will not be available if you did not enter the Record from the Record Workspace.


Clicking the Reminders icon will bring up an overlay showing any currently active Reminders on the Record. Click the icon again to dismiss the overlay. The icon will have a number indicating how many Reminders are currently set on the Record.

Summary Cards view

Clicking the Summary Cards icon will bring up an overlay showing the Record and Person summary cards from anywhere in the Record. Click the icon again to dismiss the overlay.


The Tools button allows quick access to common Record-level activities, such as adding a Workflow, creating correspondence (email or printed document), or generating a report on the Record. Record-manipulation tools to copy, merge, or split Records are also available here. If enabled for your firm, a user may also customize their Record Layout options here. Hover over any icon for a more options in any given category.

Related articles:

    • Related Articles

    • Navigating a Record (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 Navigation Overview for more details if you ...
    • 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 ...
    • Configuring the Record Layout

      Using the New Record Layout, the top navigation, fields in the Record and Person Summary Cards, and the available widgets may be customized at both the Firm and User level. Firm-level Configuration Access to firm-level configuration is controlled by ...
    • Important Record Fields

      This guide is intended to help you identify a list of fields that we at AdvisorEngine consider to be important for a number of different reasons. The importance could be for compliance purposes, business metrics and analytics, client segmentation, ...
    • 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 ...