Records
Records Overview
What Is a Record? Records are your primary point for storing information in AdvisorEngine CRM. Everything you do in the system happens within or is tied to one or more Records. Understanding the structure of Records and consistently populating them ...
Navigating a Record
Being able to quickly navigate and access all needed Record sections will drive your efficient use of AdvisorEngine CRM. The following navigation features are available: Change Landing Behavior By default, the Record opens to the Record Summary Page. ...
Record Summary Overview
The Record Summary is the default view when loading into Record Detail View. It provides at-a-glance information for the most critical details of a Record and the Persons, allows in-line editing of pertinent details, and quick access to common Record ...
Record Detail Overview
The primary means of viewing and editing detailed information for a Record in AdvisorEngine CRM is in the Record Detail view. Nearly every relevant piece of data for a Record can be found in this view. The Record Detail area contains a number of ...
Adding a New Record
Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...
Adding Persons to a Records
Each Record in AdvisorEngine CRM can hold up to two Persons. Adding a Person to a Record can be accomplished through a few different methods: Add a new Person to an existing Record. See below. Add a new Person when creating a Record. See Adding a New ...
Linking a Person to More than One Record
Every Record in AdvisorEngine CRM can contain one or two Persons, but a Person is not limited to appearing in only one Record. By linking a Person to multiple Records, all the Person-level data tied to the Person can appear in as many Records as you ...
Classifying and Tagging Records
Classifications and Tags are used to profile your Records for easy retrieval. An effective and consistent system of Classifications and Tags will allow you to quickly retrieve any segmented list of Records to easily view, correspond with, or report ...
Adding a Record Reminder
Record Reminders provide a way to call attention to important information for a Record as soon as any person in the firm opens to the Record Detail. If you have information to note which is not important enough for a Reminder and is not suitable for ...
Profile Information Overview
The Details > Profile Information section of a Record provides access to all the base-level Record and Person fields. While any of these fields can be configured to appear on the Record and Person summary cards, this section will always give you ...
Adding or Changing a Client Photo
AdvisorEngine CRM allows you to store a photo for any Person in your database. The photo will appear on the Person Summary Card and in Details > Contact Info. Within the Client’s Record, hover over the photo circle on the Person card and click edit . ...
Contact Info Overview
Contact information in AdvisorEnigne CRM is stored in a unique system that allows for great flexibility in communicating with and storing information for your clients. Taking the time to become familiar with the overall structure will increase ...
Adding Email Addresses
Before filling in contact info on a Record, please review the Contact Info Overview article to become familiar with the structure AdvisorEngine CRM utilizes to store contact information. Navigate to the Record Detail of the Record you want to add an ...
Adding Phone Numbers
Before filling in contact info on a Record, please review the Contact Info Overview article to become familiar with the structure AdvisorEngine CRM utilizes to store contact information. Navigate to the Record Detail of the Record you want to add a ...
Adding Mailing Addresses
Before filling in contact info on a Record, please review the Contact Info Overview article to become familiar with the structure AdvisorEngine CRM utilizes to store contact information. Navigate to the Record Detail of the Record you want to add a ...
Linking Mailing Addresses
The Linked Addresses feature of AdvisorEngine CRM allows you to easily list an address more than once as a Mailing Address while customizing each entry of that address for each potential recipient. When working with any mailing address, there are two ...
Adding Social Media or Web Links
AdvisorEngine CRM allows you to store links to record-relevant web addresses. These can be popular social media pages, business websites, or any other web address that you would like to quickly access from the Record or simply log for later ...
Editing Contact Information
Contact information displayed on a Summary Card can be quickly edited directly on a card, but not all contact information is displayed there. To edit any Contact Information stored on a Record (phone, email, address, social media/weblink), see below. ...
Adding Basic Notes to Records
AdvisorEngine CRM provides a section within a Record to store basic notes that you'd like to be able to reference. The Notes section has three tabs in which you can store this information: Important Information, Billing, and Account Review. Note that ...
Tracking Interests and Favorites
AdvisorEngine CRM has a section of each Record that allows you to track interests and favorites of the Persons on the Record for the purpose of better connecting with clients and personalizing individual service. Interests and favorites can be ...
Adding Additional Participants
For Records that represent more than 2 people, such as a trust, Additional Participants can be added in the Identification section of the Record. This only stores the name and SSN/TIN of the participant and is primarily intended to assist in Contact ...
Establishing Relationships Between Records
AdvisorEngine CRM allows you to relate a Record to any number of other Records for purposes of keeping the relationships between the Records easily identified. For example, you could relate a parent’s Record to the children’s Records, a CPA’s Record ...
Creating and Promoting Informational Contacts
Informational Contacts exist on a Record as a way to store contact information for people associated with a Record but do not yet need a Record of their own. Informational Contacts are not reportable and can only be referenced by viewing them on the ...
Tracking Revenue
AdvisorEngine CRM allows you to enter and report on the revenue generated by a client for your firm. Revenue is entered either manually per Record or it is imported in bulk for multiple Records. Once entered, Revenue can be viewed within a Record, or ...
Printing Records
AdvisorEngine CRM has the capability to generate a printable report of a Record, containing the details of whichever Record sections you wish to include. Navigate to the Record you want to print. In the upper-right, select Tools > Reports > Record ...
Managing Record Visibility through Offices
Offices are a way to segregate your Records based on physical branches your firm may have and allow users to see only Records for Offices they are associated with. To accomplish this: The total list of Offices is defined in Firm Profile. Each User is ...
Managing Record Visibility and Security Through Owner and Editor Groups
Each Record in AdvisorEngine CRM is assigned an Owner Group and an Editor Group. These control who can view the Record and who can make changes to the Record, respectively. By default, all Records are assigned the Owner Group and Editor Group of ...
Creating Additional Team Member Positions
By default, each Record in AdvisorEngine CRM has fields to assign three Team Members to the Record: Advisor 1, Advisor 2, and CSR. If needed, additional Team Member positions can be created. These positions will appear on all Records and any active ...
Merging Records
This tool allows you to take two distinct Records in AdvisorEngine CRM and merge them together. You will be able to specify which data from each Record to merge or discard. Warning! Use this feature with care; it cannot be reversed. The original ...
Copying Records
AdvisorEngine CRM allows you to create a duplicate of any Record in your database with the Copy or Split Record Tool. The following behaviors will occur with a Record copy function: All basic Record-level data will be duplicated onto the new Record. ...
Splitting a Record
AdvisorEngine CRM allows you to split any Record between two Persons, choosing which data to preserve between the two Records with the Copy or Split Record Tool. You can only split a Record that has two Persons. The following behaviors will occur ...
Deleting a Record or Person
It is possible to delete Records or remove Persons from a Record in AdvisorEngine CRM. However in many situations it is better to file or archive information rather than deleting it from your system. Before you delete, consider the following ...