Dashboard Card: Client Life Events

Dashboard Card: Client Life Events

Client Life Events is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Client Life Events

The Client Life Events Card shows upcoming Birthdays, Wedding Anniversaries, or Client Anniversaries over the selected time period and what birthday or anniversary it is for the client.

To be included in the results, a Record must have an Advisor 1 assigned, have a Client classification, no Termination Date, Date Became Client and a Marital Status of Married (for Wedding Anniversary).

Select Events

Click the Event drop-down in the upper right to select which Events to view: All Events, Birthday, Client Anniversary, or Wedding Anniversary.

Set Advisors

Click the ADVISORS drop-down in the upper right to view life events only for Records with selected Advisors as Advisor 1.

  • Remove advisors by clicking remove by the user name.
  • Remove all currently selected advisors by clicking in the bottom right.
  • Add advisors by clicking and selecting the users to add. Click to collapse the selection drop-down.
  • Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose how far ahead to display events in the tile. Choose between This Week or This Month.


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