Move or Copy a Workflow Between Records
Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions). Open any Workflow in Overview mode. Click Move/Copy or Move/Copy Workflow in the upper right. (The exact label will ...
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 ...
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 ...
Changing Grid Defaults
Every Grid in AdvisorEngine CRM has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect ...
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 ...