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. Simply bookmark crm.advisorengine.com to your phone’s Home screen. The bookmark will appear just like a conventional “app”; giving you access to your Records and clients’ history wherever you’re at.
Tip: Mobile access has the benefit of taking advantage of all the great features your smartphone already has, like dictating text into a Notes field or directly dialing a phone number from a client’s Record.
Access the help center for your mobile browser (Chrome, Safari, etc.) for information on how to bookmark a web page to your Home screen.
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 ...
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: ...
To enable advanced login security beyond simple username and password or even a challenge question, AdvisorEngine CRM Admins can enable Multi-Factor Authentication (MFA). When conditions are met, a User will be prompted to enter a Verification Code ...
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, ...
Adding Your Calendar to AdvisorEngine CRM
Note: Firm and User Setup for email integration must be configured before you can proceed with Calendar setup. See Email and Calendar Setup. Google Users: The default user calendar in Google cannot be synced with AE CRM. See Google: Preparing Your ...