Bulk Action Updates for Opportunities - Grid View
Hi, I noticed that the bulk action feature is available for both Records and Actions, but not for Opportunities. It would be incredibly helpful to have this functionality for Opportunities as well, allowing us to bulk update the statuses for multiple
Mass Opportunity Change Tool
It's difficult cleaning up Opportunities. I recommend a couple of things: 1) Mass Opportunity Change Tool. Being able to select multiple Opportunities to close them or delete them would be very helpful. 2) When looking at an Opportunity, having a "Return
Deceased
The Deceased is so small on the summary page that often times it gets overlooked. Could you change the color to red or something that stands out.
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
Manage Users - Allow the set of User Groups when adding a new user
Hello Currently, when adding a new user you have to save the user and then re-open to add the User Groups. It would be awesome if we could add the user groups when creating the user.
Tamarac Asset Import - Add Asset Name
We recently switched from Orion to Tamarac. The Orion import brought over the account name as the asset name in AdvisorEngine. The Tamarac asset import would be improved if we could add the account name as the asset name rather than AdvisorEngine assigning
Service Monitor Report
It would be very beneficial, and intuitive, to review a clients AUM and also the "last meeting date" when pulling the service monitor report.
Service Monitor Mapping
Is there a way to make the services assigned to a service level contingent upon each other, so that when one service is completed there is a selected frequency established between services where the 'next service due' will automatically update with the
Checkboxes in Actions
I think it would be really beneficial to add clickable check boxes into actions. We use our actions to help our employees follow specific step by step processes for different tasks. If we had clickable check boxes, then they would be able to click the
Too Hard to Open Knowledge Base
Since a recent update, I've noticed it's extremely hard to open the full knowledge base. All I see is the little drop down box to search and then when I click on a topic, it continues to show the answers in the little drop down box. Please put back the
Include Screenshots within notes
Could a feature to enable screenshots be included in notes?
Record Summary and Workflow on ONE screen
My main job is to process business and most of my directions come from action workflows. The information I then need is from the record summary. This re-design has CREATED MORE STEPS. I can no longer see the record summary information while having an
Zoom Phone Integration?
Are there plans for a Zoom Phone integration? When using Zoom Phone, it would be helpful to have a caller's AE record automatically open as it does with the Mitel Connect app.
Phonetic Spelling - Record Name
One of my team members had an idea today - phonetic spelling for the record names. This would be incredibly helpful for a team member that may not be familiar with a client. We add this from time to time in the alert or reminder section but to have a
Move / Copy Action
Functionality currently only appears to be available in the "Old View". Would be helpful to have the ability to access this tool through the "New View".
Navigation continuity
In the old version, when you navigated to a new client record by entering the name in the record search box, it would open the new record in the same "tab" as the previous record. Can you bring that back please?
Income / Expense report
We have used an Excel model for many years to record and report client balance sheet items and income items for cash flow. We are trying to move away from Excel. The Asset/Liability section is a decent alternative for balance sheet items and reporting
Firm Default for Record Layout
Since the old layout sunset has not occurred and has no set date, you should reconsider setting a firm default for the old layout vs. the new layout. The main reason for this request is that Alerts and Reminders are different and do not sync. We have
Multi Layered Filtering
It would be great to filter by entered date of actions and then by due date of actions so you can see the order in which actions should be completed based on how long they have been in the system.
Task due dates only on weekdays
Create a setting that we can apply or way to structure workflows and next task triggers to not be due on a weekend or holiday but to roll to the next business day. Alternatively allow selection of specific day of the week
Dashboards for "employees" allow only active employees to show
We have been long time users of Junxure Desktop/Advisor Engine and have a lot of employees (past & present) in the system. Specifically on the Dashboard: "Past due actions by employee," it would be very helpful to have an option to only show active employees.
Limitations When Searching Action Notes
When searching actions the CRM only searches the first 500 characters of an action note. It would be helpful if the search functionality included the entire action note regardless of length as our office takes extensive meeting notes and it would be helpful
Customization on Dashboard Cards
The Dashboard has been really helpful using the cards to view changes or updates on a macro level. For Client Contact Trends or Clients - out of contact it would be helpful to be able to filter by more than the three default types. It could be beneficial
Zoom Phone
Zoom Phone – Cloud VoIP Phone Services integration
Annuity "Insurance Type" addition
Upon entering an Insurance policy, we cannot add Annuity to the Insurance Type (first field under insurance information section). We realize you can change the plan type but would rather use this specific field to have annuity.
"Client Demographics" card on the Dashboard
For those of us that don't input client revenue into Advisor Engine, it would be nice to still be able to use the "Client Demographics" card on the Dashboard. Would you please consider not requiring revenue, so we can still utilize the demographics in
Interface with Jump App
We would like to see an interface with the Jump app for AI meeting notetaking. Jump has had preliminary discussions with AE, but nothing has been officially announced yet.
Update Due Date from Dashboard View
It would be convenient if we could update the due date from the 3 dots on the right-hand side for an action from the Dashboard View without having to go into each individual action. We sometimes have multiple activities listed that need to be moved in
Complete Parent
Our firm would like to modify "Complete Parent" so that it can be inactivated or assigned to specific people in order to avoid someone accidentally closing a workflow that hasn't been completed.
Important Record Notes
It would be helpful if there were a section above the record cards in the summary tab where we could list important record notes. Very similar to the "reminders" but with bolder font and bright colors so it stands out and brings your attention to it.
Assigned Tasks
It would be helpful when assigning tasks to have additional drop-down fields instead of just having the "completed" checkbox. Some that could be helpful would be "on hold", "in-progress", "cancelled", etc. I used another program with these selections,
Tax Information - Add More Fields
Currently our team uses multiple spreadsheets to analyze our data but with Advisor Engine’s reporting, sorting, and archiving features in the tax section we have been migrating our data here. There are a few fields I added as a “user defined field” but
Addepar integration
Is Addepar on your radar for integrating?
Email Integration Report
We are finding users Microsoft 365 accounts are disconnecting from the CRM. Is there an opportunity to create a global on demand or standard report that a CRM admin can run to confirm users that are connected or not connected? Opposed to viewing user
Edit Due Dates from Dashboard
Can an option be added to the Actions on the Dashboard page so we can move the Due Date for an Action from that screen? It would save us time from having to click into each individual action and edit separately. There are often times we need to move an
Integration Idea: RightCapital
We are considering moving from MoneyGuide Pro to RightCapital Financial Planning Software. Integration of contact information and asset data would be fantastic.
Add Record Type to the fields editable by the Record Data Change Tool
After a mass migration of data from another CRM provider, my firm has found itself with many of our Records having the Record Type "Individual," and a lot of others being "Person." In order to consolidate, it would be helpful to be able to bulk change
Removing requirement to select Default office
My firm has one location, and while I realize not all do, if that box were to self pop with Default office, it would save firms like mine the added keystrokes of having to go in and select Default office every single time an Action is created. There is
State of Residency
We have an increasing number of snowbirds, so their Primary Address does not always reflect their State of Residence. Can the State of Residency be added as an option so we can select it to appear on Summary Cards?
Holistiplan Integration
Are there plans to integrate Holistiplan with AdvisorEngine CRM? Holistiplan is a relatively new tax return review software which currently integrates with Wealthbox and Redtail. My firm uses Holistiplan and would like the ability to import client tax
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