Record Detail Overview

Record Detail Overview

Note: If you are still using the Legacy Record layout, see Record Detail Overview (Legacy) for more details.

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 sections in which data may be stored. See below for reference of which sections are available, their purpose, and links to further information as needed.

Tip: The more complete and thorough you are when storing information in a Record, the greater flexibility you will have in reporting later on. Be sure to explore the Record Detail area thoroughly to determine which areas will be most important for your firm to consistently keep track of. We have created an Important Fields Best Practice Guide to help you determine which fields may be most useful.

Top Navigation

Along the top of a Record are common navigation items and tools for working within a Record. See Navigating a Record for more details.

Record Sections

Record Summary

When a Record is opened, it defaults to the Record Summary view. See Record Summary Overview for full details.

Details > Profile Information

The Profile Information section contains base-level details about the Record and the Persons within it. All of the fields here can be configured to appear on the Record and Person Summary cards using Record Layout Configuration.

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Details > Contact Information

The Contact Information section and its sub-sections stores any means you have of getting in touch with the Record and the associated Persons, such as phone numbers, email, address, and social media.

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Details > Employment

Track all details regarding the employment of any Person on the Record.

Details > Interests & Favorites

Log Interests or Favorites for your client to personalize interactions or target client interaction based on interests.

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Details > Identification

Store personal details about the Persons in the Record, such as details about personally identifiable information such as SSN, Driver’s License, or Passport information.

Details > User Defined Fields

If you need to track information specific to your firm that AE CRM does not have an existing field for, you can create and use a custom User Defined Field. Once you’ve defined the fields you need, the content of those fields for each Record are edited and viewed from the User Defined Fields section.

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Details > Relationships

Relationships allow you to define ways in which one Record is related to another, creating intelligent links between Records. For example, you can relate parents to children, clients to CPAs, or employees to a business.

This section also stores Informational Contacts, a place to log contact information associated with the Record that does not need its own Record.

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Details > Referrals

The Referrals section is a list of all other Records the current Record has sent to your firm. Every Record that has been referred by the current Record will appear in this Grid. Changes to this data are not made in this Grid but rather in the Profile Information > Engagement section of the referred Records.

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Workflows > Record Actions

View and access all Actions associated with the current Record.

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Workflows > Recurring Action Definition

View, edit, or create definitions that trigger Actions on a recurring basis for this Record.

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Workflows > Workflow Monitor

See the overall progress of Workflows on the current Record.

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Workflows > Service Monitors

Track and adjust existing Services you have defined for the Service Level assigned to this Record.

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Financials > Asset/Liability

View or edit all asset and liability information logged in the current Record.

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Financials > Financial Engagement

Stores financial engagement details of the Record as a whole, including important dates, risk tolerance, overall worth, and other high-level data points.

Financials > Estate Planning

View, add, or edit all estate planning information logged in the current Record.

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Financials > Income/Expenses

View, add, or edit all regular income or expense information by year logged in the current Record.

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Financials > Insurance

View or edit all insurance policy information logged in the current Record.

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Financials > Revenue

Log and track revenue generated for your firm by this Record.

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Financials > Taxes

View, add, or edit all tax information by year logged in the current Record.

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Opportunities

View or update information on new business opportunities the current Record presents to your firm.

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Documents

Access and work with all documents stored to the current Record.

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Notes

This section is an area for storing one-off notes that need to be logged but don’t fit any particular field or workflow step.

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Emails

View a list of all email captured to the current Record. See the contents of the message, reply to/forward the message, or jump to the associated Action as needed.

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Integrations

If Record-level integrations are enabled, they may have options in this section. See the help documents on your integrations for more information.

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