AdvisorEngine CRM Mobile Interface Overview
One of the largest benefits of AdvisorEngine CRM is that it functions as a web page, accessible from any device with an Internet connection and a web browser.
Accessing AE CRM from a mobile device will present the user with a mobile-friendly interface, giving you quick access to the most important information on the go, including Alerts, Records, and Actions.
The actual data of your database will not be any different, just the presentation and navigation of the interface will be adjusted to allow for a more comfortable mobile experience.
Alternatively, if you need access to the full functionality of AE CRM from a mobile device, you can request the desktop site from the Home screen.
Adding AdvisorEngine CRM to Your Mobile Home Screen
Although AE CRM doesn’t have a dedicated “app” in your phone’s App Store, it is still available quickly on the go. A streamlined mobile interface is available through your device’s built-in web browser, functioning just like having an app of its own. ...
Viewing Alerts in the Mobile Interface
Accessing the Alerts section of AdvisorEngine CRM on a mobile device will bring up the following streamlined interface. By default the mobile Alerts screen will show your Action alerts. Tap the FYI tab to see your FYI Alerts. Tap the alert to see ...
Mobile Interface Home Screen
On logging into AdvisorEngine CRM from a mobile device, the user is presented with the following screen and navigation options. My Alerts: See all your Action Alerts, both assigned and FYI. Records: Access your Records database. Records Search: ...
Desktop View on Mobile
When accessing AdvisorEngine CRM on a Mobile device, the user is presented with a streamlined interface suitable for smartphone use. This allows phone users access to critical information in a mobile-friendly user interface. Not all fields and data, ...
Laser App Enterprise Integration
The Laser App Enterprise integration allows you to temporarily push client data stored in AdvisorEngine CRM Records directly into your locally-installed version of Laser App Enterprise. This article covers the following topics: Enabling the Laser App ...