The Site Navigation bar along the left side of AdvisorEngine CRM is your primary means of navigating the program. This article will describe the special features of the navigation and where each path leads.

Jump Lists

The first two entries in the Site Navigation bar are the Last 20 Records and Last 20 Actions jump lists. Hovering over either of these will provide you with a pop-out of the last 20 Records you opened or the last 20 Actions you edited, respectively.

Navigation Paths

Below is a brief description of where each option and any sub-options on the Site Navigation will lead. Notice that clicking on a selection that also has pop-out options typically defaults to the most common pop-out option.

• Records: Open the Records Workspace.
• Records: Open the Records Workspace.
• Last 20 Records: Different from the Jump List, this will open a Grid containing only the last 20 Records you have worked with.
• Add Record: Open the Records Workspace and the Add Record dialog.
• Prospects: Only shows if your firm is using the Webforms feature. Completed webform entries will appear on this Grid for review.
• Actions: Open the Actions Workspace filtered to My Pending Actions (all Actions assigned to the current User that have Action Required and are not marked Complete).
• My Pending Actions: Open the Actions Workspace filtered for My Pending Actions (same as above).
• My Past Due and Due Today Actions: Open the Actions Workspace filtered for all Actions assigned to the current User that have Action Required, are not marked Complete, and have a Due Date of today or earlier.
• All Actions: Open the Actions Workspace.
• Last 20 Actions: Different from the Jump List, this will open a Grid containing only the last 20 Actions you have edited.
• Recurring Action Definition: Open a Grid of all existing Recurring Action Definitions.
• Opportunity: Open the Opportunity Workspace.
• Opportunities: Open the Opportunity Workspace.
• Open Opportunities: Open the Opportunity Workspace filtered to show all Opportunities that do not have the Completed box checked in the Status section.
• My Opportunities: Open the Opportunity Workspace filtered to show all Opportunities where the current User is designated the Owner.
• Last 20 Opportunities: Open a Grid containing only the last 20 Opportunities you have worked with.
• Assets: Open the Asset Workspace.
• Assets: Open the Asset Workspace.
• Last 20 Assets: Open a Grid containing only the last 20 Assets you have worked with.
• Insurance: Open the Insurance Workspace.
• Dashboards: Open the Dashboards Workspace.
• Report Asst: Open the CRM Report Assistant.
• Email Mgt.: Used to manage captured emails if using the Microsoft 365 integration.
• Correspond: Open the Record Workspace to begin selecting Records for a correspondence.
• Correspond: Open the Record Workspace to begin selecting Records for a correspondence.
• Multi-record Emails: Check to see if any Captured Emails could have gone to more than one Record and confirm the selection.
• Correspondence History: See all correspondences created in AE CRM.
• Calendar: If you have set up your calendar integration, you can view your calendar and set new appointments here.
• Documents: Open the Documents Workspace.
• Documents: Open the Documents Workspace.
• Document Templates: Open the Document Template Workspace.
• Workflow: Open the Workflow Template Workspace.
• Workflow Monitor: Open the Workflow Monitor Workspace.
• Workflow Setup: Open the Workflow Template Workspace.
• Integrations: The contents of this menu item (and if it is even visible) will depend on which 3rd party integrations your firm has enabled.
• Settings:
• Audit Log: See all table changes made in AE CRM for the past 90 days (default) and view User login history.
• Database Export: Export the contents of all database tables as CSV files.
• Feature Security: Controls access and visibility of every section of AE CRM.
• Firm Profile: Contains basic firm information and firm-level settings.
• List Maintenance: Edit the contents of most drop-down lists.
• Login Security: Control security requirements for passwords, MFA, and password recovery.
• Record Layout Configuration: Globally edit the Record Summary layout for the New Record View.
• Service Monitor: Firm-level setup of the Client Service Monitor.
• User Defined Fields: Control extra firm-defined fields available in Records, Actions, and other areas.
• User Group Management: Add or remove Users from and define User Groups to control Feature Security and Record permissions.
• User Profiles: Add new and edit existing Users.
• Webforms: Create and configure the Webforms feature.
• Import:
• Asset Import: Run daily imports of financial data from your Portfolio Management System.
• Record Data Import: Add multiple new Records at once through a CSV import tool.
• Revenue Import: Import client revenue through CSV.
• Others: Depending on your integration setup, there may be other options in this list.