Deleting Correspondence Actions
AdvisorEngine CRM allows you to mass delete the Actions associated with any correspondence sent from within the CRM by using the Correspondence History feature. This will also delete the history of the correspondence entirely. Note that to appear in the Correspondence History list, a Recipient List must have been created when the correspondence was originally done.
- Navigate to Correspond > Correspondence History from the site navigation.
- Find and click the correspondence history item you want to re-download in the history Grid.
- Click in the bottom right.
- Click the checkbox.
- Click to confirm the deletion. This cannot be undone.
Editing or Deleting Workflow Templates
To edit or delete an existing Workflow Template, locate it in Workflow Setup Grid. Click the row for the Workflow Template you want to edit. Editing From here any data may be modified in the same manner as when Creating a Workflow Template. When you ...
Reassigning Actions in Mass
The Reassign Actions Tool allows you to reassign User-related fields such as the Assigned To or Completed By field from one User to another within the firm. For example, if an employee leaves the company, this will allow you to reassign his/her ...
AdvisorEngine CRM provides powerful features for corresponding with your Records both digitally or in print. Within AE CRM you can directly email any Record, prepare a personalized letter, or simply print an envelope or address label for a mailing. ...
Linking Assets to Actions
Like many other components of AdvisorEngine CRM, Assets may be linked to an Action to easily access data about the Asset when reviewing the Action. Please see Linking Items to Actions for general details on how linked items work. To link an Asset to ...
Linking Items to Actions
AdvisorEngine CRM gives you the ability to link many other CRM components to Actions. This article will cover the possibilities in brief and link to the expanded details of how to link any particular item. The following components can be linked to an ...