FlexFields Tutorial (4:26)

Getting Started - View Screen Tour (7:53)

View Client With FlexFields Overview

FlexFields are fields that you can customize yourself. Advisors Assistant has many different fields available for tracking information about your contacts, but if you need to keep track of something and a field is not available, you can use a FlexField.

You can change the titles of the FlexFields, and you can search on the information you enter into the FlexFields for reports and mailings.

The View Client With FlexFields Screen shows the FlexFields that you've set up for the contact you're currently viewing. You can print a report of these FlexFields by clicking on the Quick Report Action Button in the middle of the View Screen.

Modifying FlexFields

To Modify data in the FlexFields for the name you are viewing, click the Modify Action Button in the middle of the View Client With Flex Fields Screen.

More details about Modifying FlexFields is available in the Modify FlexFields Help.

Adding Names to Advisors Assistant

You can add a name quickly and easily to Advisors Assistant at any time. To add a name to Advisors Assistant, click the Plus Button () to the right of the current name you are viewing on the View Client Screen. To avoid adding duplicate names we recommend you look the name up first by opening the Name Lookup Screen. For more help about adding names, please see the Add/Modify Names Help.

FlexField Drop Down Lists

Flex fields can be free form entry or you can force users to use drop down lists.  For more information about he drop down lists, click HERE.

Alert Icon

The Alert Icon indicates that there is an important note that should be read before contacting the client.  Click on it to read the note.  For information on how to set up the Alert Notes, click HERE.

Links To Social Media

You can link directly to your client's social media pages by clicking on one of the icons in the address block.  If the icon is in color, then there is an address stored for that link.  If the icon is grayscale, there is no address.  On the screen above, Google+ does not have a link.

For more information about how to put in the address, click HERE.

See Also

Add/Modify Names

Modify FlexFields

QR Bar Codes

Using FlexField Drop Down Lists

Archiving Any Email To Any Contact

Seminar & Event Marketing