Records Workspace
Record Workspace Overview
The Record Workspace of AdvisorEngine CRM provides access to a Grid of all accessible Records in your database. The Record Workspace is accessed from the Records tile of the Home screen or by clicking Records > Records from the Site Navigation. Some ...
Viewing Birthdays by Month
AdvisorEngine CRM has two means for viewing Birthdays, the Birthday tool and the Birthday List report. Note: To appear on the Birthdays tool or Birthday List report, the Person must have a Date of Birth entered and the Birthday List box checked in ...
Creating Birthday Correspondence
Using the Birthdays tool in AdvisorEngine CRM allows you to quickly and easily create birthday correspondence. You can send personalized emails, create letters, or just print mailing labels for the current month’s birthdays. Navigate to the Record ...
Identifying Duplicate Records or Persons
The Duplicate Records - Persons tool enables you to check your database for Records or Persons with the same name. Navigate to the Record Workspace. Click Tools > Duplicate Records - Persons. The tool will open and show a list of all Records with ...
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 ...
Reverting Mass Record Changes
Any recent change made in the Record Data Change Tool may be reverted for up to seven days. Navigate to the Record Workspace. Click Tools > Record Data Change Tool. Click Undo Changes. Select the change to revert from the Grid of recent changes. ...
Viewing All Record Relationships
AdvisorEngine CRM enables you to view all relationships you have established between Records from the Relationships area of each Record. Navigate to the Record Workspace. Click Tools > Record Relationships. The Record Relationship Grid will display.
Restoring Deleted Records
The following steps allow you to restore any Record that has been previously deleted. Navigate to the Record Workspace. Click Tools > Restore Deleted Records Tool. A Grid of previously-deleted Records will appear. Select all Records to be restored. ...