Choose what data points you see in your grids by adjusting the available columns:
Choosing Grid Columns
- Click the column chooser from the right of most Grids.
- Scroll or search for the columns you want to select to add.
Click to return to the Grid.
- Optional: Click to remove all current column selections and see only the ones you select here.
Reordering Grid Columns
To change the order of the columns, click and drag a column header to a new location.
Resizing Grid Columns
To resize a column, click and drag from the end of the column header.
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 ...
Creating and Using Grid Templates
If you have used the Grid tools to arrange a custom Grid view that suits your needs, you can save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be quickly recalled later. ...
Outlook Add-in: Adding the ActionID Column
Caution! The steps below are provided as a courtesy to AdvisorEngine CRM users, but document Microsoft Outlook functionality and are subject to change without AE’s knowledge. Please refer to Microsoft Support for the latest steps and help on adding ...
Changing Grid Defaults
Every Grid in AdvisorEngine CRM has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect ...
Creating and Customizing Dashboards
The first time you load the Dashboards page, you are prompted to create a Dashboard for your own use. You can either create your own layout from the available cards, or you can choose a curated template developed by AdvisorEngine and tweak it to your ...