Create ability to provide rReport with the # of pending Actions Per Employee As Done in Desktop
You can sort, list, select, but you cant do the simplest thing- show the count of the number of pending actions per employee. This is another example of mistakes made in the transition from Desktop to Cloud. You can do all sorts of things in the grids,
Opportunities Reporting
I have already submitted another request to improve opportunities reporting within a dashboard. However, in the interim, the current reporting can also be improved. 1) I sort my opportunities by type (drag the opportunity type column to the top). This
Add a Tab for Agenda Items
Desktop had the ability to leave agenda items for the future in an action and then be able to collect them in a report, even if the action was closed. This avoided leaving a number of actions open. Consider creating a tab to do the same, with either an
search the body of emails in a client record
Junxure desktop had functionality that allowed you to search all emails in a client record for specific terms. It was an incredibly useful feature. Unfortunately, that search functionality has been significantly curtailed in AdvisorEngine. Through Microsoft
Co Client Engagement
The engagement section only has one set of fields to capture risk tolerance, investment objective, etc. Often though, a record is a married couple. Once spouse might have a high risk tolerance, while the other is quite low. This leaves either the choice
Prefixes for Person 1 and Person 2 reportable in grids
We have several clients with the same last name and different prefixes that they go by when calling into our office. It would be helpful to have the prefix fields for Person 1 and Person 2 available to add to grids for our team members that answer the
Increase Size Limits for Documents
It would be great if the size limit could be increased. We regularly have large documents, i.e. tax returns, estate documents, etc., that we have to split into several files in order to upload in the Documents space.
How about having the Action ID show up in the Action when you open it?
From the Actions grid list, if I open one to read the notes and review the latest, there is no Action ID on that page?? I have to go back to the grid list to find the Action ID, or, I have to click Edit, then click Save. Seems minor unless you need to
Document Mnagement
How does everyone handle document management? We are struggling with no longer having our P-Drive and trying to find the best solution possible. With the limited ability to edit documents in Junxure Cloud, we typically pull them down to edit. We've been
Does anyone know how to make folders in doc/email templates so you can sort/file them by category?
We have hundreds of doc/email templates that were filed in template folders in Desktop. If you wanted a compliance one, you opened the template folder- Compliance, and chose from 5 instead of 400. Since a majority of our templates did not migrate (had
Tax information
You need to be able to pull or show the tax year on the report you pull for tax information. When you build the report you are not able to select the year and you only get the information from the last tax return that was put in to Advisorengine. So you
Can we add the secondary phone numbers and emails to each Record's main page
hello, As of now, the main page of the Record shows the advisor 1 and 2, CRS, client address, phone, email, classification, tags, aum, last meeting and anniversary. could you please also add a secondary phone and email to that page? thank you
Junxure App
Do you have a Junxure App in the works?
Agenda Items
Best practice for noting Agenda items to discuss with client at next meeting?
I miss the email button/icon IN the Action to send an email, without clicking around
That was a very attractive feature in Desktop, that is less user friendly in Cloud. It would be appreciated if you put a button icon in the Action. I realize that clicking the edit pencil and then clicking the ellipses brings you to a selection to create
Editing an Action
It would be SO much more efficient if when we clicked on an action we were able to edit it right away. Currently, we need to click on the action and then click the edit icon - two clicks instead of one or 100% more effort than Desktop. Multiply all those
Recurring Action
I think it would be quite useful to be able to set a recurring action that calculates time elapsed based on data from the DATE BECAME A CLIENT field. This way we can easiky track client anniversaries and know when milestones are hit to appropriately celebrate
Grid Searching for certain columns
While in records we were attempting to use the filter feature (just like excel) to find records that have a specific record tag. We were unable to accomplish this since the system will only pull records or actions that ONLY have that record tag. This
Document Editor
Why does the document editor change the format of a word document when you view it online? If we view the document online, the spacing and fonts are different than when we download the document and open it locally.
Workflow Monitor Column Options
I would love to see a column available for "due date" of an action. It has when entered but being able to sort by when an action is due would be extremely helpful if prioritizing.
Adding Advisor 3 to FYI Dropdown
Now that Advisor 3 has been added to the Summary Card on a client record, it would be useful to have Adv3 also appear in the FYI dropdown list. This person is often excluded because it is not an option.
Sending Emails from within Actions - Functionality Change Issues & Suggestion
With the recent release of 6.6.0, the functionality for sending emails from within Actions has gotten worse, not better. I understand users were requesting a way to access Email Templates, which is now available. However, for those of us who use Email
Making Existing Workflows Recurring
I would like to be able to take an existing workflow, and make it recurring. Kinda like how we can take an existing calendar appointment in Windows Outlook and make it recurring.
Attachments to email templates
Currently, when creating an email template, the feature to add any documents/attachments is unavailable. When sending emails to clients that hold the same content (such as onboarding or a welcome email), it cuts a lot of time to be able to attach documents
Voting
Allow users to vote by clicking on thumbs up instead of the extra key strokes of opening topic
Allow uploading of PDFs
The only types of documents that can be uploaded are .doc and .docx. I researched the exclusion of uploading PDFs, and found that you have labeled a PDF as a security issue. Following SOP, I stripped off everything in the properties and then printed it
0 actions loading
Are you having the issue of no actions populating today? Thank you
All Data Lost
All of our firm's data is gone this morning. Anyone else having the same issue?
All Contact innformation in one place, easier to enter, easier to access, with fewer keystrokes
I was trying to enter an employee's name address and title at AdvisorEngine. In order to do so not all the information could be entered in one place. It required multiple keystrokes and when done the information was spread out all over the place, requiring
Page Responsiveness/Actions
I'm having an issue when I click on an action from the grid, and it opens the page to edit the action, the entire page is completely static - I can't click on anything (no links, no buttons, nothing - it just highlights the whole page when I click anywhere).
Efficiently Moving Files
As part of our daily plan update tasks, we often move multiple files from one document folder to another. There are typically 10+ documents and it is inefficient to edit each file individually. Is there a bulk file mover or even a drag and drop feature
Adjusting height of rows to expand or reduce
This would allow you to see more or less information in records/actions rows.
Recurring Action Definition - additional Column Chooser option
Please add Advisor 1 and Advisor 2 as additional columns to be able to select for the Recurring Action Definition. This is helpful for recurring actions we have assigned to Ques.
Revenue
Desktop had a feature where the revenue would be broken down by time frame - quarter, one year, inception, etc. Please bring that back to a contact dashboard.
Font Size - set default size and enable global change
Would it be possible to change the default font size? And even better, would it also be possible to globally change all workflows font sizes too?
Calanedar Increments
Every program has increments that can be chosen for time on a calendar, except this one. Outlook 365, calendly, and others allow an hour to be broken into 15 minute increments or more. This program should do the same and it should have been done by now.
New Dashboards - Timeframe for Actions: Add 1day, 1 week, 1 month periods
I would like to see how many tasks were completed the previous day by staff, calls made, etc. How many meetings were done the previous week, are people on track with their weekly meeting goals? Thanks
Dashboard: Actions per Record
From a workload distribution perspective, being able to display the # of workflows/actions launched per record. Expanding this to include type of action would also be helpful.
New Dashboard- Reduce Field Size
Can the New Dashboard "Action Item" grid be reduced back to 2 rows by 1 column? The previous layout was much easier to view and it was nice to be able to have two grids side-by-side. The whole purpose of a dashboard is to have a great extent of content
Signature fonts
Please consider broadening the choices of fonts in email signatures. We have compliance rules as to size and prominence of disclaimers and notices, both by governing bodies, BDs, and States. We also have firm wide rules as to fonts used in signatures,
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