Spell check feature in Record Notes please
The basic functionality of Word, Outlook, and most online websites have a spellcheck feature built in. Even here, when typing the Description, it will pick up mis-spelled words The Notes tab does not. It's not earth shattering, but it certainly would
Digital notebook integration
We met with someone yesterday who had a reMarkable paper tablet. Apparently the tablet can convert hand written notes to typed notes. It would be nice to be able to take written notes in a meeting with a tablet and have those converted to text and added
Meeting Notetaker Feedback
Would anyone currently using any of the meeting notetakers with the AE integration be willing to share some feedback on what you like/don't like about how the integration works (or the notetaker tools themsleves)? We are exploring Jump, Zeplyn, and Zocks
Make it possible to filter the all recurring actions grid to contain ONLY active recurring actions
I would like the option to be able to filter the Recurring Actions Definitions grid to include ONLY active recurring actions. The easiest way to make this possible might be to fix the filtering options for the "End" column. I know I can add the "End"
Make the Workflow/Record Actions Note Section Larger
The actual notes section in the record actions workflow has so much wasted space and the actual notes section, which is the most important data on the page, is only this tiny window. Sure you can remove the details to make it a tad bigger but that is
Link Two Previously Created Actions
It would be really great if we could link previously created actions together instead of creating a new action to add under the parent action. This way we can preserve emails and attached documents instead of having to go back to add them to the new action.
Filter with checkboxes instead of freehand type
When filtering records, I would like to have the option to "check off" the list items that I need, instead of freehand typing. For example, instead of writing in "Client" under record type filter, I could check off "client" and "Prospects" and "Client
Action Completion Restrictions
We wonder if it would be possible to restrict the ability for users to complete actions "as" other users via the drop-down menu on action completion? Right now, any user could go in and mark a task as completed by another user, and so we have no way for
Dictation Feature
It would be great if Junxure added a built in dictation feature.
Bulk Editing
Allow us to edit record information in bulk! We could upload a .csv file paired with the unique record ID to overwrite any existing fields. This would be SO MUCH easier than updating hundreds of records individually when a change needs to be made. This
Merge Multiple Actions
It would be helpful to be able to select multiple actions and use Tools to merge the actions into one workflow or add an existing action to existing workflow \.
AI Workflow Building
I saw a very cool demo last week where the salesperson was able to type in a verbal description of the process a service team needed (I think they used processing a check request as the example) and an AI program magically converted that into a workflow
Web Form udpates
A few updates that would enable us to use web forms: 1. Automatic notification to a selected person or team when a webform is submitted 2. CAPTCHA or other verification tool 3. Ability to edit and add custom fields to the form
Action & Note Formatting
It would be great if we could format single or double spacing in our actions or Notes. Right now when adding new text the the Notes, it defaults to double spacing, which is not ideal.
Delete Grid Templates
It would be great if the admin user(s) could delete Grid Templates created by other users. We have a TON of grid templates, most of them created by users who are no longer with the firm, so we have no way to delete the old templates, and they just clog
Integration with RingCentral
Would love an integration with RingCentral. "The RingCentral Connect Platform offers a family of cloud APIs and SDKs that provides developers direct access to voice, SMS, fax, account configuration, and communications data. Designed for scale, availability
Relationship to Record doesn't populate to Relationships Grid
When you create a new record, there is the option to link to an existing individual. This is great for avoiding duplicate persons for situations where the same person has multiple roles in different entities. When you do this, you are prompted to select
More automations / auto-fill areas
It would be great to see the ability to have certain information auto-fill. It is timing consuming to enter in the same information in multiple areas on a record. Our firm is looking for time savers. Once we enter in client's first name, last name and
Email Alerts/Notifications
hello Our Compliance and Operations Department do not use Advisor Engine. In order for them to use Advisor Engine, they would have to receive an email notification that an Action was created for them. This would be a great feature to have per person or
JumpAI - Workflows vs Actions
It would be awesome if users could select from a dropdown list select the workflow they would like to utilize when sending Notes from Jump to A/E. Each Item will require a different Actions. Example Meeting Notes, Distributions, Etc. Or have the ability
Please add the column chooser "Assigned to" in the workflow manager
I can see which one of my recurring workflows / templates are on deck, but I cannot see who they've been assigned to. It is not a choice in the column chooser. That would be better than having to open every single one to see who they are assigned to in
Mass Email - Be able to see "Dear" and the number being sent
I am using a template where I have "Dear" and would love to personalize it for each contact. I understand that I can only do this at the "record" level, so if Bob and Jane have 2 separate emails, there email will say "Dear Bob and Jane" instead of "Dear
Ability to add notes to workflow actions not yet created
Back in Junxure desktop, we had the ability to add a note to a workflow action that had not yet been created. For example, once we kicked off a workflow, we might have some additional step that we know will be needed in a certain action later in the workflow.
Client Events Dashboard Card Export
Greetings Support Team, In addition to adding a 'Next Month' option to the dropdown on the Client Life events card. It would be very helpful to be able to export the data that appears to facilitate gift mailings. Please advise. Joyce S.
Upload for Mass Changes
We are looking for an easier way to identify the records we want to use the mass change feature on, such as uploading a spreadsheet or pasting the unique identifier. On the upload tab, you could have a dropdown with the data set we are trying to identify:
Dashboard Cards - please have ability to add Advisor 2
Our firm utilizes the Advisor 2 field on a lot of records. This is helpful when we are transitioning a client to a new advisor. We would love to use you add the Advisor 2 field on some of the Dashboard Cards (specifically these cards: "Total client count
Workflow streamlining
Can we update the multi-step workflows so when the action is completed it automatically flows to the next step? The "add this action" feature seems redundant. The workflow template is geared towards the most common necessary steps. You could add an option
Workflow templates in a grid, to export to Excel
I'd like to suggest a new feature: the ability to view all our workflow template steps in a grid, so we can download into an Excel file for analysis. It would be great if the file included these details from the actions in each template: Workflow name
"Client" Classification
How can the "Client life events" card be cleaned up if I still need the classification of "Client" for the revenue output to work. It seems that the "client" classification has competing demands based on which report/tab/function you are using in AdvisorEngine.
Dashboard Cards - In-service Distribution Age (59.5)
We would like to request the addition of a new card to the dashboard that would help us track clients who will turn 59.5 in the upcoming year or coming months. This age is significant for clients looking to access in-service distributions from their retirement
reassigning actions & recurring actions
It would be amazing to have an extra option when reassigning actions & recurring actions to have them go to Advisor 1. Typically when an advisor leaves, we reassign the records to other advisors on the team, not just one person. Currently we have to manually
Visual Display of Relationships
It would be so helpful if the Relationships grid was a more user friendly visual display that differentiated between a Record's familial relationships vs COIs/others. For example, if the program could create a simple family tree widget that just filled
Security Question
It would be great if there was a field we could use on the profile cards for a custom security question where we have the ability to establish a custom question and answer for the client profiles to help with authenticating them when they call in. I know
Record Relationships Report
Add the following fields so we can quickly filter and see which clients belong to which Advisor Owner Group Editor Group Adv 1 Adv 2
FYI for User Created Roles
It would be really great if we could FYI actions to our user created roles. We are in the process of transitioning clients and it would be helpful if former Advisors had an easy way to receive updates on clients by having a Former Advisor option in the
Record Summary Report
It would also be helpful if the following information was included in the Report/Record Summary: +Record Number; +Date of Death; +Notes field for Info Contacts. Thanks for your consideration~
I'd like to be able to send an email from an Action without clicking Edit first
When I open a client Action, I'm often only sending an email. Having to click Edit first, then select email, then click Yes to save what I did not even edit seems excessive. It doesn't make sense to our team why it is necessary to click edit at all. Less
Interactive Activity Feed
The Activity Feed on a Record is not specific enough and it would be helpful if the activity notes were live links that connected you to where the change happened on the record (to the Action or to the data point that was updated). Just getting a notice
Dashboard
I would like to have a card for Actions Tracking that shows Primary Advisor, Task Owner and Status for FA view. The idea is to have a card where the Financial Advisor can see the tasks that the Client Service Team is working on for their clients so I
I'd really like to be able to re-date a group of Actions en masse all at once
I know we can reassign a group of Actions from one team member to another, but there seems to be no function to be able to redate them. If there are two dozen recurring Actions that popped over the weekend, on Monday, I'd like to select that "group",
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