All potential new business can be captured as an Opportunity in AdvisorEngine CRM. Each Opportunity is associated with a Record. Opportunities can be viewed globally or at the Record level. The Opportunities Workspace is accessed from the Site ...
What Is an Action? Actions are an extremely powerful and flexible component of AdvisorEngine CRM to help you track everything you’ve done. The short definition of an Action would be “Anything you do on, or behalf of a Record.” As such, every Action ...
New User Module 2-3: Grids and Searching
Grid Navigation Learn all the flips and switches in a Grid to help you refine the view of your data. Navigating Grids Grid Tools Learn about the various tools in a Grid that let you control what data you see. Grids Overview Sorting Grids Filtering ...
Profile Information Overview
The Details > Profile Information section of a Record provides access to all the base-level Record and Person fields. While any of these fields can be configured to appear on the Record and Person summary cards, this section will always give you ...
Grids in AdvisorEngine CRM have basic navigation features to help you move around and view your data easily. Along the bottom of most Grids you will find the following controls. Expand or Compress Vertical View Expanded view will continue the Grid ...