Making Changes to the Service Monitor
Editing Service Levels, Services, or Mappings
Any Service Level, Service, or Mapping can be edited by clicking Edit 
on its line item in Service Monitor Setup (Settings > Service Monitor). Once changes have been made, click Add 
to confirm the changes.
Propagation of Edits
Since the Service Monitor is made up of many parts that operate together, it’s important to understand how changes in one area will affect others. The following list will help you predict the impact of changes made to any area.
- Service Level: Editing the name of the Service Level will not affect the function of the level at all. The name will be updated anywhere it is in use.
- Service: Editing a Service definition will not change the definition of any existing Mappings. Changes will be reflected the next time a Mapping is created using that Service.
- Mappings: Editing a Mapping definition will affect all Records with the assigned Service Level, provided the Service is still connected to the Mapping (See Customizing Services at the Record Level to see how Services can become disconnected from a Mapping).
- Workflow Templates: Editing a Workflow Template that is used in any Service Mapping will cause the updated Workflow Template to be used the next time the Service Monitor triggers that Workflow.
Deleting Service Levels, Services, or Mappings
Any Service Level, Service, or Mapping can be deleted by clicking Delete 
on its line item in Service Monitor Setup.
Propagation of Deletions
Since the Service Monitor is made up of many parts that operate together, it’s important to understand how changes in one area will affect others. The following list will help you predict the impact of changes made to any area.
- Service Level: You will be unable to delete any Service Levels that are currently in use in any area.
- Service: You will be unable to delete any Service that is currently mapped to any Service Level. Deleting a Service that is in use on an individual Record but not in any active Mapping will remove it from that Record without any warning.
- Mappings: Deleting a Mapping will remove it from all Records with the assigned Service Level, provided the Service is still connected to the Mapping (See Customizing Services at the Record Level to see how Services can become disconnected from a Mapping).
- Workflow Templates: It is possible to decommission or delete a Workflow Template that is actively assigned to a Mapping. The system will not warn or stop you from doing this. Be aware of which Workflow Templates are in use when deleting any to avoid any unintended effects in the Service Monitor.
Related Articles
Recurring Actions vs. Service Monitor
How can you use AdvisorEngine CRM to help automate your tasks and reminders so neither your clients nor important tasks fall through the cracks? The name of this game is automation. There are two features in AE CRM that will help to remind someone ...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 ...Service Monitor Overview
The Service Monitor is a tool designed to automate Actions at specific intervals in order to help you keep on top of client service interactions. As a very powerful tool, it takes some front-end learning and setup to maximize its use. Taking the time ...Viewing the Status of All Services
AdvisorEngine CRM contains a global Service Monitor reporting Grid, allowing you to view the status, completion, and upcoming due dates of all active Services in the system. Navigate to the Record Workspace. In the upper right, click Reports > ...Service Monitor Setup: Overview
Setting up the Service Monitor in AdvisorEngine CRM is a relatively straightforward process within the program itself. However, before entering data into the system, much of the actual setup will come in the form of planning exactly how you want to ...