Email and Calendar
Email and Calendar Overview
AdvisorEngine CRM provides robust email and calendar integration for easy outreach and logging of client interactions. AE CRM is compatible with Microsoft Exchange, Microsoft 365, and Google email and calendar setups. See below for a chart of which ...
Email and Calendar Setup
Full email and calendar integration with AdvisorEngine CRM requires a one-time setup process. The basic workflow is the same regardless of your provider, but the details will vary between users of Exchange, Microsoft 365, or Google. The Basic Process ...
Microsoft Exchange: Firm Setup
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to ...
Microsoft Exchange: User Setup
After your CRM Admin user has completed the Microsoft Exchange: Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...
Microsoft Exchange: Determining Your Service URL
When setting up Microsoft Exchange email and calendar integration for your firm, it is necessary to know your unique Exchange Service URL. If you do not already know it, this can be found through Microsoft Outlook by running the Test Email ...
Microsoft 365: Firm Setup
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to ...
Microsoft 365: User Setup
After your CRM Admin user has completed the Microsoft 365: Firm Setup, each User will be prompted to authenticate with Microsoft 365. For most Users this will happen at their next login to AE CRM. Users will receive a dialog box asking to establish ...
Adding Shared Microsoft 365 Inboxes in AdvisorEngine CRM
AdvisorEngine CRM users of the Microsoft 365 integration can add up to four additional shared inboxes to their Email Management workspace. Requirements The firm must be using the Microsoft 365 integration. The user must have their User Setup for M365 ...
Microsoft 365: Outlook Online Add-in Setup
The Microsoft 365 Outlook Online Add-in links the AdvisorEngine CRM email correspondence features to Outlook Online. With this feature enabled, all emails initiated from within AE CRM will open Outlook Online to create and send messages to your ...
Google: Firm Setup
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to ...
Google: User Setup
After your CRM Admin user has completed the Google: Firm Setup, each User will be prompted to authenticate with Google. For most Users this will happen at their next login to AE CRM. Users will receive a dialog box asking to establish permission to ...
Google (Legacy): Firm Setup
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to ...
Google (Legacy): User Setup
After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...
Installing the Local Outlook Add-in
Before you begin installation of the Local Outlook Add-in, verify that you meet the Email Integration system requirements. Note: The Local Outlook Add-in will not work with the web application version of Outlook. If you currently use only the web ...
Outlook Add-in: Email Capture Overview and Setup
The primary function of the Outlook Add-in is to capture emails sent and received from Outlook. This can be done automatically as emails arrive or manually on specific emails. Regardless of which method is used to capture, the email and its ...
Outlook Add-in: Manual Email Capture and Management
AdvisorEngine CRM’s automatic email capture features sometimes require a manual adjustment to get information stored in just the right place. Below are options to manually capture an email to a Record or adjust an existing capture if needed. Manual ...
Outlook Add-in: Inbox Routing Rules
Inbox routing rules allow you to override default email capture logic to accomplish one of two outcomes when using Email Capture functionality: Redirect emails that match certain criteria to a specific Record. Ignore (do not capture) emails that ...
Outlook Add-in: Contact Export
The Local Outlook Add-in enables users to export contact data from AdvisorEngine CRM to Microsoft Outlook. This is a one-way synchronization. Due to limitations of Microsoft Outlook Contacts, primarily only Person 1’s contact info on a Record is ...
Outlook Add-in: Adding the ActionID Column
Caution! The steps below are provided as a courtesy to AdvisorEngine CRM users, but document Microsoft Outlook functionality and are subject to change without AE’s knowledge. Please refer to Microsoft Support for the latest steps and help on adding ...
Microsoft 365: Email Capture Overview and Setup
Once the Microsoft 365 integration is Set up for your User, you can begin capturing emails to AdvisorEngine CRM. When an email is captured, a stored copy of the email and any attachments are placed in the matching CRM Record. The emails will be ...
Microsoft 365: Manual Email Capture and Management
Once the Microsoft 365 integration is Set up for your User, you have access to the Email Management Workspace, allowing you to manually capture or manage any mis-captured emails as needed. The Email Mgt. navigation option will appear on the Site ...
Microsoft 365: Inbox Routing Rules
Inbox routing rules allow you to override default email capture logic to accomplish one of two outcomes when using Email Capture functionality: Redirect emails that match certain criteria to a specific Record. Ignore (do not capture) emails that ...
Microsoft 365: Contact Sync
Once the Microsoft 365 integration is Set up for your User, you can sync contacts between AdvisorEngine CRM and a Contact folder within Microsoft 365. This is a per-user setting and must be enabled and configured individually for each User that ...
Google: Email Capture Overview and Setup
Once the Google integration is Set up for your User, you can begin capturing emails to AdvisorEngine CRM. NOTE: When first enabled, existing emails in your inbox and sent folders will not be scanned and captured. You will need to capture them ...
Google: Manual Email Capture and Management
Once the Google integration is Set up for your User, you have access to the Email Management Workspace, allowing you to manually capture or manage any mis-captured emails as needed. The Email Mgt. navigation option will appear on the Site Navigation ...
Google: Inbox Routing Rules
Inbox routing rules allow you to override default email capture logic to accomplish one of two outcomes when using Email Capture functionality: Redirect emails that match certain criteria to a specific Record. Ignore (do not capture) emails that ...
Saving Embedded Images in Captured Emails
To avoid unnecessarily storing logos and signature images, AdvisorEngine CRM does not capture images embedded in emails by default. This setting may be reversed if desired. Navigate to Settings > Firm Profile > Firm Preferences. Click Edit in the ...
Viewing or Printing Captured Emails
Emails captured to a Record can be viewed within a Record they were captured to or as part of any Action they make have been linked to. Browsing all Captured Emails for a Record Open any Record in Record Detail view. Navigate to the Emails section. ...
Adding Your Calendar to AdvisorEngine CRM
Note: Firm and User Setup for email integration must be configured before you can proceed with Calendar setup. See Email and Calendar Setup. Google (Legacy) Users: The default user calendar in Google cannot be synced with AE CRM with the Legacy ...
Google (Legacy): Preparing Your Calendar
Google does not allow the syncing of your primary default Google Calendar with AdvisorEngine CRM through the Legacy interface. All other calendars you create for your Google account do not have this restriction. In order to use Google Calendars with ...
Sharing Exchange Calendars in AdvisorEngine CRM
Caution! The steps below are provided as a courtesy to AE CRM users, but document Microsoft Outlook functionality and are subject to change without AE’s knowledge. Please refer to Microsoft Support for the latest steps and help on changing calendar ...
Adding Calendar Appointments
Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine. It is possible to add events to your linked calendar without leaving AdvisorEngine CRM. Click Calendar on the Site Navigation bar from any location in AE CRM. Click a ...
Linking Calendar Appointments to Actions
Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine CRM. Linking calendar appointments to Actions allows for quick reference between an Action and its related appointment. The following steps show how to add an Action ...
Creating an Appointment from an Action
Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine CRM. AE CRM has the capability to create an appointment on your Calendar directly from an Action, creating a link between the two items, and copying over relevant ...