Setting Client Meeting Frequency
In order to track a client’s meeting frequency using the Meeting Monitor report, you must first set a Meeting Frequency in the client’s Record. Follow the steps below to set the frequency and allow the client to appear in the Meeting Monitor report.
- Open the Record you want to track meetings for.
- Navigate to the Details > Profile Information section of the Record.
- Click edit command on either the Meeting Frequency field.
- Select an option in the Meeting Frequency drop-down. (The interval options available cannot currently be edited.)
- Click .
The Meeting Monitor Report will begin tracking time elapsed from the last Action on the Record with an Action Type of Meeting against the Meeting Frequency interval you selected.
Meeting Monitor Report
The Meeting Monitor Report provides an automated way to keep track of how often you want to meet with clients, when you last met, and when the next meeting will be due. Setting up the Meeting Monitor The Meeting Monitor keeps track of the next time ...
Scheduling and Tracking Meetings
Meetings. We all have them, and it takes a lot of effort to orchestrate the scheduling, preparation, hosting, and follow-up. This best practice article will take you through the most efficient way of knowing who has been scheduled for a meeting and ...
Dashboard Card: Client Demographics
Client Demographics is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Demographics The Client Demographics Card allows you to see how Revenue in your firm is ...
Dashboard Card: Client Contact Trends
Client Contact Trends is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Contact Trends The Client Contact Trends card charts the amount of contact points with ...
Setting a Landing Page
It is possible to control the section of AdvisorEngine CRM that loads first when you log in. By default you will be assigned a dashboard relevant for your Role in your user profile. The following areas are available to choose from: Home Screen ...