Performing Record Searches
The Record Search function of AdvisorEngine CRM allows you to quickly look up and open a single Record from your database.
The Record Search bar is available from most views in AE CRM near the top right of the window.
Performing a Record Search
- Click in the Record Search bar.
- Begin typing any search criteria to locate a Record. Results will dynamically update below the search bar. Record search checks the following fields on a Record using “Contains” logic to find matches:
- Record Name
- Person 1 First Name
- Person 1 Last Name
- Person 2 First Name
- Person 2 Last Name
- All Phone Number entries
- All Email Address entries
- Record ID
- Click a Record from the results list to open that Record.
You can narrow your search to only a certain field by typing a prefix before your criteria:
| r: | Record Name |
| e: | Email addresses |
| l: | Last Name |
| f: | First Name |
| p: | Phone Numbers |
| ID: | Record ID |
For example, type r:Smith to find only those Records whose Record Name contains Smith.
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