Completing Services

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. A Service is considered complete when the relevant Service box is checked on any Action for the Record and the Action is then saved.

The following steps walk you through marking a Service complete for a Record.

  1. Open or create an Action on the Record that the Service was completed for. Ideally this will be an Action related to how the Service was fulfilled, though it does not need to be.
  2. Click Edit on the Action.
  3. Select one or more Services from the Service Monitor box on the lower-right section of the Edit Action window.
    • If the Service Monitor box is not present, try clicking the Detailed tab on the right side of the Edit Action window.
    • If it still does not appear, double-check that the Record you are working in has a Service Level applied.
  4. If necessary, adjust the date the Service was completed. This date, along with the Service’s frequency and interval, will be used calculate the next due date for the Service.
  5. Click Save and Close on the Action.

You can navigate to the Workflow > Service Monitor section of the Record to verify the next due date of the Service has been changed to the next interval.

    • Related Articles

    • Completing Actions

      Actions may be completed in three basic ways. Complete Without Note button 1 Complete by Editing the Action Complete by Adding a Related Action 1 If your Firm Administrator has disabled the Complete Without Note function in Firm Preferences, this ...

    • 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. Mapping Services Navigate to Settings > Service Monitor. Under ...

    • 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 each part and how they work together. Defining Services Navigate to Settings > Service ...

    • Albridge Web Services Asset Import

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Assets imported from Albridge Web Services are pulled directly from Albridge using your login credentials whenever the import is ...

    • 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! ...