View, Sort, Search and Export Records

Your saved CRM contacts (or a subset of your contacts depending on how many contacts you have saved) are listed on the Advisor Portal home page sorted by Title by default. Each item in the list also displays the type of record (Contact, Prospect or Client) and Account IDs for clients.

You can view, sort, search and export records in the following ways:

Sort the list of records by clicking any column heading (Title, Type or Accounts).
Search the list of records from the search bar.
Export the entire list of records

Search for records by name. Type the search word in the Search field at the top of the page and then click the magnifying glass icon or press enter.

If you have a lot of records, they are displayed on multiple pages. You can set the number of records to display on a single page using the control at the bottom of the page (display 10, 25, 50 or 100 records at a time). This control lets you see how many pages of contacts you have at a glance and which page you are looking at (for example, 1/31 lets you know that you are looking at page 1 of 31), and lets you quickly jump to the previous page and first page or to the next page and last page.

You can export your records into a downloaded spreadsheet by selecting the right arrow icon on your contacts tab .

Note: To download this information, you must have a secure login device.