Linking Items to Actions
AdvisorEngine CRM gives you the ability to link many other CRM components to Actions. This article will cover the possibilities in brief and link to the expanded details of how to link any particular item.
The following components can be linked to an action:
- Assets
- Documents
- Emails
- Insurance
- Opportunities
- Calendar Appointments
Linked Items Overview
In Action Summary view, the Linked Items box will be displayed along the left column. All items linked to any Actions in the entire Workflow will be summarized here. The numbers after the item type indicated how many of each have been linked total through the entire Workflow.
Click on any of the items in the Linked Items box to bring up a pop-up window showing the specific items linked.
While editing an individual Action Card, the items linked only to that single Action can be accessed from a similar set of links above the Notes. Note that this is the only view to see linked Calendar items.
Linked Items Details
Assets
Linking Assets to Actions is a one-way only link that must be done from the Action side. Any Asset logged in the Record can be linked to an Action on the Record and opened directly from that Action after it is linked.
See Linking Assets to Actions for details.
Documents
Linking documents to an Action is a one-way link that generally must be done from the Action side. When creating a link, you are able to create a document from scratch, upload a document, or link to a document already in the Record’s document vault.
See Linking Documents to Actions for details.
A document link may also be established if an Action is created while creating a Single or Mass Letter correspondence. The merged correspondence will be linked to the created Action automatically.
Emails
Email links can be established through four different methods:
- Sending Email from Actions
- Send a Single Email
- Send a Mass Email
- Capture Email with the Outlook Add-in or Office 365 Integrations
Insurance
The method for linking Insurances to Actions is identical to linking Assets. Follow the same steps as Linking Assets to Actions except within the Insurance tab of the linked items window.
Opportunities
Linking Opportunities to Actions is a one-way only link that must be done from the Action side. Any Opportunity associated with the Record can be linked to an Action on the Record and opened directly from that Action after it is linked.
See Linking Opportunities to Actions for details.
Calendar Appointments
Calendar appointments can be linked to an action from the Action or from a Calendar appointment:
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