Editing or Deleting Assets
Just like you can manually add an Asset, you can also modify or delete an Asset manually.
To modify any Asset, choose the Asset/Liability you wish to modify from the Asset/Liability Grid within a Record or from the Asset Workspace. When the Asset detail opens, click
and enter the updated information as needed.
To delete an Asset or Liability, scroll to the bottom of the Asset/Liability information. At the bottom right-hand corner, click or . You will be asked to confirm the deletion.
Making Mass Changes to Assets
AdvisorEngine CRM allows you to make mass changes to certain Asset fields for the Assets you select. Open the Asset Workspace. From the command bar, click the Tools > Asset Data Change Tool. Select the field you want to change from the drop-down. If ...
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 ...
Adding or Editing Document Folders
AdvisorEngine CRM’s Document Storage system provides access to folders for sorting and storing your Record files. However, the folder system does not function the same as your local computer storage. This article will describe how to work with the ...
Updating or Deleting an Opportunity
To update or delete an Opportunity, first open the detail view of the Opportunity you wish to modify, then click the Edit button in the upper-right corner. When updating an Opportunity, some new fields are available that are not present when Adding ...
The Assets Workspace Grid gives you access to all Assets (and Liabilities) connected to all your Records in AdvisorEngine CRM. It also is the home to the Asset Data Change Tool. To navigate to the Asset Workspace, select Assets from the Site ...