New User Module 2-3: Grids and Searching

New User Module 2-3: Grids and Searching

Grid Navigation
Learn all the flips and switches in a Grid to help you refine the view of your data. Navigating Grids

Grid Tools
Learn about the various tools in a Grid that let you control what data you see.

Grids Overview

Sorting Grids

Filtering Grids

Grouping Grids

Customizing Grid Columns

Exporting Grid Contents

Grid Templates
Learn how to keep Grid settings that work well for you. Creating and Using Grid Templates
Learn the details of the most common type of CRM Search. Performing Basic Searches
Learn about this special search for Records and Actions. Performing Quick Searches
If Grid tools, Basic Searches, or Advanced Searches aren’t getting the results you need, Advanced Searches offer far greater complexity and flexibility.

Creating Advanced Searches

Using and Managing Advanced Searches

    • Related Articles

    • New User Training Guide

      Are you totally new to AdvisorEngine CRM? Have no clue what a Record or an Action is? Not even sure what you need to learn about to be successful in your CRM? Or maybe you just wish you knew your CRM better than you do. This is the place for you. ...

    • New User Module 2-1: Records

      Understanding Records and the Record/Person Structure Learn the fundamentals of how Records function in AE CRM. Records Overview Creating Records Learn how to create new Records and what should go into them. Adding a New Record Important Record ...

    • New User Module 1-1: Overview of the AdvisorEngine CRM Structure

      Before you dive in to learning how do to anything in AdvisorEngine CRM, it can be valuable to learn what the basic components are and how they relate to each other. None of the parts exist in a vacuum; they are all related to other components. ...

    • New User Module 3-3: Documents and Correspondence

      Documents Overview Learn about document storage in AE CRM. Documents Overview Adding Documents Learn how to get documents into a Record. Uploading Documents Creating New Documents Managing Documents and Folders Learn how to maintain your document ...

    • New User Module 2-2: Actions

      Overview of Actions and Workflow Learn what Actions are, how they fit into Workflows and basic uses for them. Actions Overview Workflow Overview Action Summary Overview The primary means of viewing an Action is in the context of its Workflow, or as ...