Viewing or Printing Captured Emails
Emails captured to a Record can be viewed within a Record they were captured to or as part of any Action they make have been linked to.
Browsing all Captured Emails for a Record
- Open any Record in Record Detail view.
- Navigate to the Emails section.
- To view the contents of any email in the Grid, click Expand . You can optionally Download the original .msg file to view the email in Outlook on your local machine. (Depending on the history of your database, this may not be available for all emails.)
Viewing an Email Linked to an Action
Emails specific to an Action can also be browsed as part of the Action’s Linked Items. See Linking Items to Actions for more details.
Print a Captured Email
Captured emails cannot be printed directly from AE CRM, but by taking advantage of the download feature detailed above, you can open the email msg in Outlook for easy printing.
Captured Emails Are Creating Unwanted or Incorrect Actions
Emails captured by AdvisorEngine CRM may have Actions associated with them. However, you can control which Workflow Template is used when the email is captured, and if using the Microsoft 365 email integration, can control whether an Action is ...
Saving Embedded Images in Captured Emails
To avoid unnecessarily storing logos and signature images, AdvisorEngine CRM does not capture images embedded in emails by default. This setting may be reversed if desired. Navigate to Settings > Firm Profile > Firm Preferences. Click Edit in the ...
Replying to or Forwarding Emails from within AdvisorEngine CRM
Note: Before you can use this feature, your firm and user need to have email integration configured. See Email and Calendar Setup to get started. Every email captured in AdvisorEngine CRM may be replied to or forwarded from within the program using ...
Printing Actions and Workflows
Actions may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. Depending on the data you are looking for, this can be done in a few different ways: Print a single Action: ...
Printing Workflow Templates
Workflow Templates may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. It is possible to print a selection of Workflow Templates all at once or just a select Action Card ...