Correspond
Correspondence Overview
AdvisorEngine CRM provides powerful features for corresponding with your Records both digitally or in print. Within AE CRM you can directly email any Record, prepare a personalized letter, or simply print an envelope or address label for a mailing. ...
Sending Single Emails
Note: Your email integration must be set up before this function is available. See Email and Calendar Setup for instructions on enabling this feature. Launching the Email Editor You can begin drafting an individual email from multiple areas of ...
Sending Mass Emails
Note: Your email integration must be set up before this function is available. See Email and Calendar Setup for instructions on enabling this feature. Select Recipients and Launch the Email Editor Navigate to the Records Workspace. Use the checkboxes ...
Emailing through Outlook Online
After you have set up and enabled the Outlook Online Add-in, any email initiated within AdvisorEngine CRM will open Outlook Online in a new tab for you to draft and send your email. Sending an Email using Outlook Online Initial Options After ...
Sending a Mass Email through Microsoft Word/Outlook
By using the Grid Export feature of AdvisorEngine CRM combined with the Mail Merge feature of Microsoft Word and Outlook, it is possible to send a mass mailing to alternate contact lists or with more specific formatting than allowed strictly within ...
Sending Emails from Actions
AdvisorEngine CRM enables you to draft and send an email from an Action using your email integration. The email will automatically be captured and linked to the originating Action. Note: Before you can use this feature, your firm and user need to ...
Replying to or Forwarding Emails from within AdvisorEngine CRM
Note: Before you can use this feature, your firm and user need to have email integration configured. See Email and Calendar Setup to get started. Every email captured in AdvisorEngine CRM may be replied to or forwarded from within the program using ...
Setting or Changing Your Email Signature
AdvisorEngine CRM has the ability to pre-fill your signature in any email you create within the Correspondence Editor. Prior to enabling this feature, you will need to create a document containing your signature content. Acceptable file formats are: ...
Creating Single Letters
Launching the Correspondence Editor You can begin drafting an individual letter from multiple areas of AdvisorEngine CRM. Options include: Select a single Record from the Record Workspace. From the toolbar, choose Document > Letter. From within a ...
Creating Mass Letters
Selecting Recipients and Launching the Correspondence Editor Navigate to the Records Workspace. Use the row checkboxes to select the Records you wish to communicate with. You can use Grid Features and Searches to create a recipient list, combined ...
Creating a Single Envelope or Label
Envelopes or Labels for a single Record can be created as part of Creating Single Letters in AdvisorEngine CRM, but the following process allows you to create Envelopes or Labels independent of any other communication. You can begin an Envelope/Label ...
Creating Mass Envelopes or Labels
Envelopes or Labels for multiple Records can be created as part of Creating Mass Letters in AdvisorEngine CRM, but the following process allows you to create Envelopes or Labels independent of any other communication. Navigate to the Records ...
Common and Helpful Merge Fields Glossary
Confused about what some of the merge fields available in the CRM Document Editor are? Not sure what is available to use? This glossary below will define some of the more common and popular fields available, showing you where from your data they will ...
Inserting the Current Date or Time into Merged Documents
When creating or editing documents or document templates, AdvisorEngine CRM features a special merge field that allows you insert the current date and/or time in a format of your choosing into the final merged document (or email). Note: This field is ...
Downloading a Previous Mail Merge Document
AdvisorEngine CRM allows you to re-download any merged letter document created through the Correspond > Letter function. Note that to appear in the Correspondence History list, a Recipient List must have been created when the letter merge was ...
Deleting Correspondence Actions
AdvisorEngine CRM allows you to mass delete the Actions associated with any correspondence sent from within the CRM by using the Correspondence History feature. This will also delete the history of the correspondence entirely. Note that to appear in ...