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. ...
Handling Web Form Responses (Prospect Grid)
After you’ve completed Web Form Setup and Published a Web Form, you are ready to monitor the Prospects Workspace for incoming Web Form submissions. Because having a publicly-available form can solicit junk or spam entries, AdvisorEngine CRM provides ...
Customizing Grid Columns
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. Optional: Click Select None to ...
Web Forms Setup and Defaults
Before diving into using Web Forms, there is some basic setup that must be performed. Setting Access By default, the Web Forms feature is available to all users. This includes the Web Form builder and Propsect Workspace. If you’d like to restrict ...
Exporting Grid Contents to Excel (CSV)
The current contents of most Grids can be exported to a CSV file for use in Microsoft Excel or a similar program. Apply any Searches or filters desired to limit the data exported from the Grid. Click Export to Excel from the right of the Grid. Your ...