Clients - Out of Contact is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Clients - Out of Contact

The Clients - Out of Contact Card lists all Records that have not received a point of contact over the selected date range. Select any client from the card to be taken directly to that Record.

A point of contact is defined as an Action on the Record with an Action Type of Email, Meeting, or Phone. The date of contact is taken from the Date Entered on the Action.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose Records you are viewing.

• 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 the span for viewing retention. Choose a pre-defined range or set a custom range.

Drill Down

Click View All Clients at the bottom to open a pop-up Grid filtered to the selected Records.

• Use the Search box to search by Record Name, Advisor, or Action Type.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row or GO TO GRID to be taken to the Record workspace.