Searching
Searching Overview
Any Grid in AdvisorEngine CRM with a Search Bar in the upper right corner may be searched to refine the view of data. Different search options are available depending on the Grid you begin searching from. Basic Search Basic Searches are performed by ...
Performing Record Searches
The Record Search function of AdvisorEngine CRM allows you to quickly look up and open a single Record from your database. The Record Search bar is available from most views in AE CRM near the top right of the window. Performing a Record Search Click ...
Performing Basic Searches
Basic Searches are available from any AdvisorEngine CRM Grid that features the Search Bar. Navigate to the Grid you want to search. Begin typing your search criteria into the Search Bar. The Grid will automatically update. Basic Searches use ...
Performing Quick Searches
Quick Searches allow you to easily return a view of Records or Actions based on common search criteria from the Quick Search interface. Quick Searches can only be performed from Record or Action Grids. Click the Search Bar. Click Quick Search from ...
Creating Advanced Searches
Advanced Searches are the most powerful and flexible method for returning specific information from your CRM database. They allow you to quickly see exactly what you’re looking for and also form the foundation of reports created in the Report ...
Using and Managing Advanced Searches
Applying a Saved Advanced Search Click the Search Bar. Click Advanced Search from the drop-down menu. Select the Advanced Search to apply from the list. Click Apply. Editing Saved Advanced Searches Click the Search Bar. Click Advanced Search from the ...