Removing Imported Records
Records added to AdvisorEngine CRM by the Record Data Import Tool may be removed in bulk, but only if there have been no changes to any of the Records since the initial import.
- To remove an import, navigate to Import > Record Data Import.
- Click .
- Imports you have run are listed by the date of the import. Select the checkbox on the import to remove and click .
- You are asked to confirm the process before the undo begins.
All Records associated with that import are removed if possible.
When complete, you receive a System Alert that the undo is successful.
This tool allows you to take two distinct Records in AdvisorEngine CRM and merge them together. You will be able to specify which data from each Record to merge or discard. Warning! Use this feature with care; it cannot be reversed. The original ...
Adding or Removing an Asset Import Interface
Interfaces tell AdvisorEngine CRM how to interpret financial data imported from your Portfolio Management System. To simplify the regular import process, only those Interfaces you have added for regular use will appear in the import drop-down. Adding ...
Making Mass Changes to Records
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Record fields, saving the need to edit each Record individually. The Record Data Change Tool allows edits to the following Record fields: Classifications Tags Interests ...
Clear Previously Imported Assets
If you need to clear out the positions of a particular asset import you can remove them with the following steps. Note that this will not remove account information or record asset mappings, only the position data. Using the Site Navigation bar, ...
What Is a Record? Records are your primary point for storing information in AdvisorEngine CRM. Everything you do in the system happens within or is tied to one or more Records. Understanding the structure of Records and consistently populating them ...