#82: Subset on Search All Notes
#82: Subset on Search All Notes Did you know that you can create a Subset from a Global Notes Search within your Advisors Assistant database? Once you have the list of notes that match your search criteria, you can create a Subset (mini database) of just those names...#81: Importing a Contact list
Did you know that you can easily import a list of contacts into Advisors Assistant? You can import basic demographic information from an Excel Spreadsheet or CSV File to populate that information in your Advisors Assistant database.
#80 Alert Note
You can now add an Alert Note under Advisors Assistant Name Records to keep track of important information about the client or prospect. An Alert Note contains any information you deem important enough to see each time you look up the contact.
#79 Social Media Links
Advisors Assistant now incorporates Social Media links onto the Advisors Assistant name record. By entering in the Social Media addresses for the client, you can click directly to the client’s Facebook page, LinkedIn site, Twitter page, or Google+ page right from their Advisors Assistant View Screen!
#78 360 View
There’s now a 360 Degree Tab now located at the bottom left corner of the Advisors Assistant View Screen. This Tab gathers activities pertaining to the contact from all over Advisors Assistant and puts them all in one place.