Service Monitor Setup: Mapping Services
Before diving into defining the components of your Service Monitor, please be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works together.
- Navigate to Settings > Service Monitor.
- Under Mappings of Service Levels to Services, click .
- Select the Service Level that this Mapping will apply to.
- Select the Service that this Mapping will apply to.
- The remaining fields will pre-fill based on the definition created for the Service. You may edit any of the default details as needed.
- Click Add to confirm the addition.
Service Monitor Setup: Defining Services
Before diving into defining the components of your Service Monitor, please be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works together. Navigate to Settings > Service Monitor. Under Services, click ...
Service Monitor Setup: Overview
Setting up the Service Monitor in AdvisorEngine CRM is a relatively straightforward process within the program itself. However, before entering data into the system, much of the actual setup will come in the form of planning exactly how you want to ...
Recurring Actions vs. Service Monitor
How can you use AdvisorEngine CRM to help automate your tasks and reminders so neither your clients nor important tasks fall through the cracks? The name of this game is automation. There are two features in AE CRM that will help to remind someone ...
Service Monitor Overview
The Service Monitor is a tool designed to automate Actions at specific intervals in order to help you keep on top of client service interactions. As a very powerful tool, it takes some front-end learning and setup to maximize its use. Taking the time ...
Viewing the Status of All Services
AdvisorEngine CRM contains a global Service Monitor reporting Grid, allowing you to view the status, completion, and upcoming due dates of all active Services in the system. Navigate to the Record Workspace. In the upper right, click Reports > ...