Service Monitor
Service Monitor Overview
The Service Monitor is a tool designed to automate Actions at specific intervals in order to help you keep on top of client service interactions. As a very powerful tool, it takes some front-end learning and setup to maximize its use. Taking the time ...
Service Monitor Setup: Overview
Setting up the Service Monitor in AdvisorEngine CRM is a relatively straightforward process within the program itself. However, before entering data into the system, much of the actual setup will come in the form of planning exactly how you want to ...
Service Monitor Setup: Defining Service Levels
Before diving into defining the components of your Service Monitor, please be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works together. Navigate to Settings > Service Monitor. Under Service Levels, ...
Service Monitor Setup: Defining Services
Before diving into defining the components of your Service Monitor, please be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works together. Navigate to Settings > Service Monitor. Under Services, click ...
Service Monitor Setup: Mapping Services
Before diving into defining the components of your Service Monitor, please be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works together. Navigate to Settings > Service Monitor. Under Mappings of ...
Service Monitor Setup: Assigning Service Levels to Records
Before assigning Service Levels to Records, you must first have completed the previous steps of setting up the Service Monitor. Be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works and what needs to be ...
Customizing Services at the Record Level
Once a Service Level has been applied to a Record, it is possible to adjust the Service Monitor settings for that individual Record to offer personalized service as needed. See below for the customization options. Editing an Existing Service Warning! ...
Completing Services
In order to stay on top of your client-service interactions, you need to log when Services are fulfilled in order to know when they will be due next. The following steps will walk you through marking a Service complete for a Record. Open or create an ...
Viewing the Status of All Services
AdvisorEngine CRM contains a global Service Monitor reporting Grid, allowing you to view the status, completion, and upcoming due dates of all active Services in the system. Navigate to the Record Workspace. In the upper right, click Reports > ...
Making Changes to the Service Monitor
Editing Service Levels, Services, or Mappings Any Service Level, Service, or Mapping can be edited by clicking Edit on its line item in Service Monitor Setup (Settings > Service Monitor). Once changes have been made, click Add to confirm the changes. ...