Adding Your Calendar to AdvisorEngine CRM

Adding Your Calendar to AdvisorEngine CRM

Note: Firm and User Setup for email integration must be configured before you can proceed with Calendar setup. See Email and Calendar Setup.
Google Users: The default user calendar in Google cannot be synced with AE CRM. See Google: Preparing Your Calendar for steps on how to move your appointments from the default calendar to a calendar that can by synced.

Adding your Calendar to AE CRM

  1. Navigate to User Profile > User Preferences and click Edit to begin making changes.
  2. Click Setup on the Calendar Setup line. The Calendar Setup window opens.
  3. Click + ADD to begin adding a new Calendar.
  4. Select an available calendar from the Calendar drop-down.
  5. Set a Time Zone and set a name for the calendar in AE CRM as needed.
  6. Click Add at the end of the line to commit the new calendar. Repeat steps 3-6 for any additional calendars.
  7. Click Ok to close the Calendar Setup window.
  8. Click Save in the upper right to commit your changes.

After saving, navigate to any other CRM page or refresh your browser window to see Calendar appear in the Site Navigation bar.

You may now take advantage of the following calendar features in AE CRM:

Tip: Need to see a co-worker’s calendar in your CRM? See Sharing Calendars in AdvisorEngine CRM.

    • Related Articles

    • Adding Calendar Appointments

      Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine. It is possible to add events to your linked calendar without leaving AdvisorEngine CRM. Click Calendar on the Site Navigation bar from any location in AE CRM. Click a ...

    • Sharing Exchange Calendars in AdvisorEngine CRM

      Caution! The steps below are provided as a courtesy to AE CRM users, but document Microsoft Outlook functionality and are subject to change without AE’s knowledge. Please refer to Microsoft Support for the latest steps and help on changing calendar ...

    • Google: Preparing Your Calendar

      Google does not allow the syncing of your primary default Google Calendar with AdvisorEngine CRM. All other calendars you create for your Google account do not have this restriction. In order to use Google Calendars with AE CRM, you will need to ...

    • AdvisorEngine CRM System Requirements

      Compatible Browsers Google Chrome Microsoft Edge Firefox Mobile Devices AE CRM is compatible with the latest two major versions of iOS. AE CRM is compatible with Android phones and android tablets through Chrome. Email Integration Microsoft Exchange ...

    • Adding AdvisorEngine CRM to Your Mobile Home Screen

      Although AE CRM doesn’t have a dedicated “app” in your phone’s App Store, it is still available quickly on the go. A streamlined mobile interface is available through your device’s built-in web browser, functioning just like having an app of its own. ...