Help Launcher Overview

Help Launcher Overview

The AdvisorEngine CRM Help Launcher is available from nearly everywhere in the CRM to assist you with in-app guidance and information.

Activating the Help Launcher

The Help Launcher is available anywhere in AE CRM that you can see this icon in the top right.

Click the icon to activate the Info Center. From here, different resources can be accessed. To dismiss the Help Launcher, click the icon again.

Help Center

This section allows you to browse and view the entire contents of the Help Center right from within AE CRM.

Open the Help Launcher and click Help Center. Based on your location in the CRM, suggested articles will appear. Type in the search box to find articles on a specific topic. Click any article to open and review it right within the Help Launcher. If you need to read the article in a full-page format, click the pop-out button on the article.

What’s New

The What’s New section contains product-related announcements as new releases and other information about AE CRM becomes available. Each time there is a new unread announcement in What’s New, you’ll see an unread item count in upper right of the Help Launcher icon.

Walkthroughs

The Walkthroughs section contains a handful of interactive guides that will take you step-by-step through some of the most basic CRM functionality. These guides are a great way to get your feet wet and become comfortable with the basics of using and navigating AE CRM.

Training Resources

This is a direct link to getting started training resources available in our full Help Center with a guided path to learning AE CRM from scratch.

Remote Support Session

Click this link to be taken to the remote support page when when directed by a AdvisorEngine Support rep to begin a remote session.

Contact Us

Need more help? Click Contact Us at the bottom of the launcher to open a form you can fill out and send a ticket directly to our Support Team at any time. Also included in this section are links to the main AE Support page and to initiate a remote support session when directed by an AE Support Rep.

    • Related Articles

    • Actions Overview

      What Is an Action? Actions are an extremely powerful and flexible component of AdvisorEngine CRM to help you track everything you’ve done. The short definition of an Action would be “Anything you do on, or behalf of a Record.” As such, every Action ...
    • Documents Overview

      The Documents features of AdvisorEngine CRM allow you to store any files that are needed and relevant to a particular Record. This could include all correspondence history, important forms, or anything else you find necessary. Note: The help ...
    • Dashboards Overview

      AdvisorEngine CRM contains a robust, customizable dashboard experience. Through the dashboard visualization cards available you can see where your firm has been, what you need to see for your day ahead, and data that will help plan your long-range ...
    • 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 ...
    • 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 ...