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 User can be assigned to the position per Record. These positions are created in List Maintenance and assigned on each individual Record.
Defining Additional Team Member Positions
- Navigate to Settings > List Maintenance.
- Locate and select the List Maintenance item in the upper Grid. The lower Grid will populate with currently defined Team Members.
- Click to begin adding a new Team Member.
- Name the new Team Member position and click
to save.
You can also edit 
, and delete 
custom Team Members from this Grid.
Advisor 1, Advisor 2, and CSR are system-level designations that cannot be changed.
Assigning Users to Additional Team Member Positions
On an individual Record, Team Members appear as part of the Record Level Profile Information located in Details > Profile Information. Team Members can also be configured to appear and be edited from the Record Summary card.
- Open the Record you want to edit.
- Click edit
on the Team Member position field. - Select a User for the custom Team Member.
- Click
to commit your changes.
Optionally, custom Team Members can be assigned in bulk with the Record Data Change Tool.
Related Articles
Creating Trade Restrictions
Trade Restrictions are created from the Trade Restrictions tab of the Investment Management workspace. There are three different categories of restrictions, detailed in this table: Restriction Behavior Options Allow Future Start Date? End Date ...Creating Target Portfolios
A Target Portfolio, or Target, is a combination of Models, Securities, Cash, and even other Targets with defined allocations assigned to a single account. The Rebalancer uses the definitions within a Target to suggest trades that will keep an account ...Zapier Integration: Creating Zaps
“Zaps” in Zapier refer to the automation workflows that connect your apps together. Zapier listens for events in one app and uses those events to trigger chosen events in other apps. These are referred to as Triggers and Actions respectively. You can ...Creating and Customizing Dashboards
The first time you load the Dashboards page, you are prompted to create a Dashboard for your own use. You can either create your own layout from the available cards, or you can choose a curated template developed by AdvisorEngine and tweak it to your ...Creating Mass Letters
Selecting Recipients and Launching the Correspondence Editor Navigate to the Records Workspace. Use the row checkboxes to select the Records you wish to communicate with. You can use Grid Features and Searches to create a recipient list, combined ...