Mobile Interface Home Screen

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: Perform a Basic Search of your Records.
  • Last 20 Records: View a list of the last 20 Records you accessed in AE CRM (from any device).
  • My Pending Actions: View all pending Actions assigned to you.
  • Actions Search: Perform a Basic Search of your Pending Actions.
  • Actions Past Due and Due Today: View all pending Actions assigned to you with a due date of today or earlier.
  • Last 20 Actions: View a list of the last 20 Actions you opened for editing in AE CRM (from any device).

Alternatively, from any screen in AE CRM Mobile tap the Menu button in the upper left to bring up quick links to any of the sections available from the Home screen, or return to the Home screen.


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