Performing Record Searches
The Record Search function of AdvisorEngine CRM allows you to quickly look up and open a single Record from your database.
The Record Search bar is available from most views in AE CRM near the top right of the window.
Performing a Record Search
- Click in the Record Search bar.
- Begin typing any search criteria to locate a Record. Results will dynamically update below the search bar. Record search checks the following fields on a Record using “Contains” logic to find matches:
- Record Name
- Person 1 First Name
- Person 1 Last Name
- Person 2 First Name
- Person 2 Last Name
- All Phone Number entries
- All Email Address entries
- Record ID
- Click a Record from the results list to open that Record.
You can narrow your search to only a certain field by typing a prefix before your criteria:
For example, type r:Smith to find only those Records whose Record Name contains Smith.
Performing Quick Searches
Quick Searches allow you to easily return a view of Records or Actions based on common search criteria from the Quick Search interface. Quick Searches can only be performed from Record or Action Grids. Click the Search Bar. Click Quick Search from ...
Performing Basic Searches
Basic Searches are available from any AdvisorEngine CRM Grid that features the Search Bar. Navigate to the Grid you want to search. Begin typing your search criteria into the Search Bar. The Grid will automatically update. Basic Searches use ...
Creating Advanced Searches
Advanced Searches are the most powerful and flexible method for returning specific information from your CRM database. They allow you to quickly see exactly what you’re looking for and also form the foundation of reports created in the Report ...
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 ...
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 ...