AdvisorEngine CRM Mobile Interface
AdvisorEngine CRM Mobile Interface Overview
One of the largest benefits of AdvisorEngine CRM is that it functions as a web page, accessible from any device with an Internet connection and a web browser. Accessing AE CRM from a mobile device will present the user with a mobile-friendly ...
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: ...
Viewing Alerts in the Mobile Interface
Accessing the Alerts section of AdvisorEngine CRM on a mobile device will bring up the following streamlined interface. By default the mobile Alerts screen will show your Action alerts. Tap the FYI tab to see your FYI Alerts. Tap the alert to see ...
Viewing Records in the Mobile Interface
Accessing the Records Workspace from a mobile device will bring up the following streamlined interface. At the top, you can perform a Basic Search to narrow the list of Records. From here or from the Record detail view, you may tap a phone number or ...
Viewing Actions in the Mobile Interface
Accessing the Actions workspace from a mobile device will bring up the following streamlined interface. At the top, you may use the search bar to perform a Basic Search to narrow the list of displayed Actions. Tap an action to bring up the details ...
Adding AdvisorEngine CRM to Your Mobile Homescreen
Although AE CRM doesn’t have a dedicated “app” in your phone’s App Store, it is still available quickly on the go. A streamlined mobile interface is available through your device’s built-in web browser, functioning just like having an app of its own. ...
Desktop View on Mobile
When accessing AdvisorEngine CRM on a Mobile device, the user is presented with a streamlined interface suitable for smartphone use. This allows phone users access to critical information in a mobile-friendly user interface. Not all fields and data, ...