Important Record Fields

Important Record Fields

This guide is intended to help you identify a list of fields that we at AdvisorEngine consider to be important for a number of different reasons. The importance could be for compliance purposes, business metrics and analytics, client segmentation, business development, marketing, etc.

You may identify additional fields that are important to your firm. We encourage you to add these fields to your firm’s important Fields checklist.

Note: The screens included in the guide reference the legacy Record view. As the enhanced Record view is finalized, this guide will be updated with new images. The important fields are the same regardless of the view used.

Download a printable PDF guide here:

Important Fields Guide

Preview of the guide contents:


    • Related Articles

    • Action Fields Overview

      Though the bulk of an Action’s content might seem to be found in the subject and notes, the many other fields available working with Actions are what give them their power. Knowing and making deliberate use of the many Action fields will help drive ...

    • 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 ...

    • 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 ...

    • 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 ...

    • Common and Helpful Merge Fields Glossary

      Confused about what some of the merge fields available in the CRM Document Editor are? Not sure what is available to use? This glossary below will define some of the more common and popular fields available, showing you where from your data they will ...