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 an Action:
- Open the Action in Edit mode.
- Click in the Linked line.
If the Linked line is not visible, ensure that your view is set to the Detailed tab on the right.
- Click Add to locate and link the existing Asset to the Action.
- Use the Asset Name drop-down to select the Asset to link to the Action.
- At the end of the linked item row, click the Add command to commit the new linked item.
Once you have added a linked Asset, you may use the Command icons within the row to Edit the link , Delete the link , or Open the Asset linked.
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 Items to Actions
AdvisorEngine CRM gives you the ability to link many other CRM components to Actions. This article will cover the possibilities in brief and link to the expanded details of how to link any particular item. The following components can be linked to an ...
Linking an Opportunity to an Action
AdvisorEngine CRM gives you the ability to link a created Opportunity to one or more Actions. When viewing that Action, the Opportunity will be referenced and may be opened directly from the Action once it is linked. See Linking Items to Actions for ...
Changing Asset Ownership
To change ownership of an Asset (or Liability) in AdvisorEngine CRM and move it to another Record, change the Ownership value of the Asset to the new Record. Begin by opening the Asset you wish to reassign. Click Edit in the upper right of the Asset. ...
Linking Calendar Appointments to Actions
Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine CRM. Linking calendar appointments to Actions allows for quick reference between an Action and its related appointment. The following steps show how to add an Action ...