Adding a Record Reminder (Alert)

Adding a Record Reminder (Alert)

Record Reminders (or Alerts in legacy) provide a way to call attention to important information for a Record as soon as any person in the firm opens to the Record Detail.

If you have information to note which is not important enough for a Reminder and is not suitable for an Action, see Adding Basic Notes to Records for more information.

Note: Reminders in the Record layout and Alerts in the legacy Record layout are separate features that do not sync between layouts.

Adding/Editing a Record Reminder

Any information entered into Reminders will be visible at the top of the Record Summary view.

  1. Navigate to the Record Detail view of the Record you need to add a reminder to.
  2. Hover over the Reminders box and click NEW REMINDER.
  3. Enter the Reminder text and Expiration Date if applicable.
  4. Click the save in the bottom right of the Reminders box to commit your changes.

You can also edit and remove existing reminders by clicking edit when hovering over an existing reminder.

Adding/Editing a Record Alert (Legacy)

Any information entered into the Record Alert will be visible just beneath the Record Summary (or at the top of the Record if the Record Summary is collapsed).

  1. Navigate to the Record Detail view of the Record.
  2. With the Record Summary expanded, click Edit Record.
  3. Beneath the Classifications and Tags, edit the Alert text box as needed.
  4. Click Save at the top of the Record Summary to commit your changes.

    • Related Articles

    • Record Summary Overview

      Note: This article covers the summary functionality for the most current Record Summary design. For information on the Legacy Record view, see Record Summary Overview (Legacy). The Record Summary is the default view when loading into Record Detail ...

    • 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 ...

    • Adding Persons to a Record

      Each Record in AdvisorEngine CRM can hold up to two Persons. Adding a Person to a Record can be accomplished through a few different methods: Add a new Person to an existing Record. See below. Add a new Person when creating a Record. See Adding a New ...

    • Record Summary Overview (Legacy)

      Note: This article covers the Legacy Record Summary layout. For information on the current interface, see Record Summary Overview The Record Summary provides at-a-glance information of the most critical details for a Record and the Persons. It also ...

    • Record Detail Overview (Legacy)

      Note: The following article describes the sections and options available in the legacy Record layout. The current Record layout contains the same sections and options with a different interface. See Record Detail Overview for more details if you are ...