Saving Embedded Images in Captured Emails
To avoid unnecessarily storing logos and signature images, AdvisorEngine CRM does not capture images embedded in emails by default. This setting may be reversed if desired.
- Navigate to Settings > Firm Profile > Firm Preferences.
- Click Edit in the upper right.
- Enable or disable the checkbox for Save Embedded Images as desired.
- Click Save.
Some email clients do not handle embedded images properly and send them as attachments instead. If an image comes through as an attachment, AE CRM will always capture and store the image regardless of this setting.
Viewing or Printing Captured Emails
Emails captured to a Record can be viewed within a Record they were captured to or as part of any Action they make have been linked to. Browsing all Captured Emails for a Record Open any Record in Record Detail view. Navigate to the Emails section. ...
Captured Emails Are Creating Unwanted or Incorrect Actions
Emails captured by AdvisorEngine CRM may have Actions associated with them. However, you can control which Workflow Template is used when the email is captured, and if using the Microsoft 365 email integration, can control whether an Action is ...
Replying to or Forwarding Emails from within AdvisorEngine CRM
Note: Before you can use this feature, your firm and user need to have email integration configured. See Email and Calendar Setup to get started. Every email captured in AdvisorEngine CRM may be replied to or forwarded from within the program using ...
Saving and Using RDI Tool Mapping Templates
Using the Record Data Import Tool the first time requires you to manually match each column of your spreadsheet to AdvisorEngine CRM Fields. However, if you plan on importing data from the same spreadsheet layout multiple times with different data, ...
Sending Emails from Actions
AdvisorEngine CRM enables you to draft and send an email from an Action using your email integration. The email will automatically be captured and linked to the originating Action. Note: Before you can use this feature, your firm and user need to ...