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 web browser will initiate a file download. The method of download and location will vary based on your web browser and settings.
Preparing Your Data for the Record Data Import Tool
The Record Data Import Tool takes a Comma Separated Value (CSV) spreadsheet and maps the columns of data to fields in AdvisorEngine CRM. You may use your own spreadsheet, or you may use an AE provided sample sheet that you then populate with your own ...
Exporting Your AdvisorEngine Database
Though AdvisorEngine performs nightly backups on your database that can be recovered up to two weeks prior upon request, you may have need to export your data for a local backup or other purposes. AdvisorEngine CRM provides a tool to export your ...
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 ...
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 ...
Grids are one of the primary methods of displaying data in AdvisorEngine CRM. Although the purpose and defaults for each Grid may differ, they all retain similar functionality. Being able to organize the data presented to you in a Grid will greatly ...