Beyond storing details, a profile is where you take action on a client — scheduling, follow-ups, emails, and more. Most of these live in the Actions menu at the top-right of any profile.
Create alert
An alert is a dated reminder that emails you when it's due. Give it a Title, set the Due date & time, and optionally add a Description, then click Create alert.
When the alert's time arrives, AdvantaCRM emails you and the alert auto-resolves. You can turn alert emails on or off in Settings → Notifications.
Set appointment
Schedule a meeting with a client. Choose the Date & time, a Duration, an optional Location, confirm the Client, and add any Notes, then click Set appointment. This creates an activity entry right on the client's profile.
Create task
Track to-dos tied to a client. Set a Status, Priority, Category, and Deadline (with optional time), link a Related client, then add a short Title (max 20 characters) and optional Details. Click Create task to save.
Send email
Email a client without leaving the profile. Choose Write a quick email or Use a saved template, fill in the Subject and message, and click Send email.
The client needs an email address on file to use this. If they don't have one, add it in the Contact information section first.
Send portal link
Generate a pre-filled client portal link — the client's existing information is auto-populated so they don't start from scratch.
You'll need an active portal first. If you see "No active portals found," create one from the Client Portals page, then come back and send the link.