File Not Downloading When Selected

File Not Downloading When Selected

Downloading a file from AdvisorEngine CRM may seem to fail without any error.

This typically occurs as a result of pop-up blocker settings in your browser. Check your address bar for an indicator:

Though you can circumvent the immediate pop-up block by clicking this icon and allow the download, a more permanent solution is to add advisorengine.com to your web browser’s pop-up exceptions. See below for the steps particular to your browser.

Google Chrome

  1. Click More in the upper right of Google Chrome.
  2. Click Settings.
  3. On the left navigation, click Security and Privacy.
  4. Under Security and Privacy, click Site Settings.
  5. Under the Content heading, Click Pop-ups and redirects.
  6. In Allowed to send pop-ups and use redirects section, click Add.
  7. In the Site text box, enter exactly [*.]advisorengine.com.
  8. Click Add.
  9. Return to AE CRM, refresh your webpage, and attempt the download again.

Mozilla Firefox

  1. Click More in the upper right of Mozilla Firefox.
  2. Click Settings.
  3. Click the Privacy & Security section on the left.
  4. Scroll down to the Permissions section and to the right of Block pop-up windows, click Exceptions.
  5. Click Popups.
  6. In the Address of website text box, enter exactly https://advisorengine.com.
  7. Click Allow.
  8. Click Save Changes.
  9. Return to AE CRM, refresh your webpage, and attempt the download again.

Microsoft Edge

  1. Click Settings and more in the upper right of Microsoft Edge.
  2. Click Settings.
  3. Click the Cookies and site permissions section.
  4. In the Site Permissions list, click Pop-ups and redirects.
  5. In the Allow section click Add.
  6. In the Site text box, enter exactly [*.]advisorengine.com.
  7. Click Add.
  8. Return to AE CRM, refresh your webpage, and attempt the download again.

If you are still unable to retrieve your file, please contact AdvisorEngine Support.

    • Related Articles

    • Report Assistant

      The Report Assistant allows you to run PDF or Excel Reports for the firm from one of the five major categories of AdvisorEngine CRM data: Actions, Assets, Insurance, Opportunities, or Records. Reports are built on Advanced Searches. Advanced Searches ...
    • Customizing the Appearance of Reports

      The Report Customization panel allows you to change various static features of printed AdvisorEngine CRM reports, such as the location and image for your Firm Logo, the font settings, page numbers, and your Firm Title. Customizing Report Appearance ...
    • Downloading a Previous Mail Merge Document

      AdvisorEngine CRM allows you to re-download any merged letter document created through the Correspond > Letter function. Note that to appear in the Correspondence History list, a Recipient List must have been created when the letter merge was ...
    • Printing Records

      AdvisorEngine CRM has the capability to generate a printable report of a Record, containing the details of whichever Record sections you wish to include. Navigate to the Record you want to print. In the upper-right, select Tools > Reports > Record ...
    • Primary Contact Info Report

      AdvisorEngine CRM is designed to allow each Record, Person 1, or Person 2 to have their own entries of each kind of contact info (phone, email, or address). For each kind of Contact Info that a point of contact (Record, Person 1, or Person 2) has, ...