Color to actions and lists
Add color to each line of actions list to differentiate between actions. Similar to Junxure desktop.
Calendly Integration - Date Override
Please consider updating the Calendly integration. Currently the integration is built by default to override our due date settings to the date of the meeting. This is problematic since we need to know to set up the workflow to prep for the meeting 6 weeks
Additional Email
I'd like to see Additional Email added to the Column Chooser so I can see easily if our admin person has correctly checked it on the client record.
Searching in the body of an email doesn't work any longer in Cloud.
In Junxure desktop, we were able to search a word on the entire email grid, and that grid included a field for approx the first 300 characters of the body of the email. Now unable to locate specific emails in client records easily. We use Office 365
Absolute Action Lock - Lock Action If Anyone is Editing It
It would be ideal to have the option to lock all users out of an action if someone is already editing it, no matter what the "action unlocks after -- minutes" is set to. We would like to be able to override the minutes setting if the action is being edited.
Action Items Card | Dashboard
Please add the subject line as a filter option. It would be very beneficial for the "Your Day Ahead" dashboard to be able to see an action item card for each of action type for each day. (i.e., Intro, Phone Call, Meeting, Follow-Up, etc.) This way you
Workflow Action Reorganizing
I was creating a workflow today and attempting to move actions around. The little window on the left of the main editing screen that lets you change the order and change whether one action is dependent on the other is terribly small and is difficult to
Add Direct API Link to Schwab under the Assets tab
Currently, I have to manually import from Black Diamond every morning. I am trying to figure out why I have to do this when the "Custodial Data" tab in Advisor Engine's "Assets" field already links live data directly from Schwab. Can you add a column
Option to shade very other line in grid list for accessibility
Trying again to get some traction on this, to make viewing grid lists easier, more accessible, especially on a laptop or tablet with a smaller screen, and make user functionality better- we'd like an opt in to change the style to shade every other line
Spellcheck within actions
When our firm switched form Junxure Desktop to the Cloud version, one thing I loved was that there was spellcheck with in the actions. I no longer have this feature within actions, but others in my firm do. So I am thinking I somehow turned it off? Can
Meeting Monitor Frequency
The ability to add customized frequencies to the meeting monitor would be so beneficial.
Easier viewing
Please consider adding the ability to shade every other line in a grid list for better reading / scrolling and find what we want faster. There is limited functionality as to fonts, as it is. Ability to shade, or use color, which is an option in Desktop,
Entity Referral Sources
We sometimes have a 401(k) Plan or other entity that is the referral source for a new client/record. While often times a referral source is a person, there are instances when that is not the case. However, we can only select the trustee (Person 1 or 2)
Viewing Actions in a Calendar View
I would be very helpful if we could pull up a view of how many actions we had on each day in a full month calendar view. I routinely get very bogged down by past due actions that start to stack up because there are days when I end up having a lot of actions
Maiden Name as Searchable Field
It would be helpful if when I was searching for a client by last name the search results also included persons whose former (maiden) name matches. An example of when this would be particularly helpful when searching for records and persons to associate
Workflow Days Count Business Days Only
When using a workflow template that has an action due in 5 days, it currently counts weekend days when populating due and past-due items. It would be nice to have the option to change this to count business days only.
Action Management Search feature by Action number
Hi - if anyone has learned how to search for an existing Action by the Action number, not by Record (I don't always know what Record it might be under) please let me know? I couldn't find the feature in AE, it is in JD now and we use it daily. We'll get
Action ID numbers- question, not an enhancement request; help needed
There doesn't seem to be a search feature to find existing Actions nor prior Actions by their Action ID numbers. All Actions have one, but I cannot find any reference as to how to search for an Action by its ID number. In JD it is under Action Management
No global pre-built reports? Not an enhancement request- functionality not addressed
While I know that JD is not AE, JD had a vast selection of global pre-built reports that were not record specific- in AE, the pre-built reports are lean with limited functionality. And there's a dearth of global reports, such as- show me all the actions
Actions still takes you to the old layout, needs to go to the new layout
When I click on an Action from my "My past due and Due Today" list, it takes me to the old layout. It would be a time saver if it went to the workflow tab on the new layout. I now have to click on the record name, the workflows tab, and the action itself
Search Workflow Name
It would be really great if there was a Search box within the Workflow Setup area that allowed you to search by Workflow Name. I've got a lot of workflows and it takes some digging to find the right one when I need to edit it. I know I can sort by Workflow
Linked Email
We would like to see the email linked to actions be searchable.
Reminder DATES
The automatic expiration of reminders is great, but It would be awesome if the system could tell us the date a reminder was added. We've made it a policy at our firm to include the creation date when you're adding the reminder so everyone knows how new/old
More than 2 Persons/Owners
It would helpful to be able to link more than two individuals to a company/business record. I have several business clients that have more than two owners - Being able to link them all would be ideal.
Integration with Squarespace
Since many people are moving away from Constant Contact, an integration with Squarespace would be extremely helpful.
Workflow Summary Box
When creating new workflows it's very difficult to view the summary box due to its small size. Additionally dragging actions and moving them around becomes difficult within the software too (if the summary box could be expanded this might help). Any chance
Meeting Frequency - Triennial
We would like to add a "meeting frequency" of every 3 years (I believe the technical term would be "triennial"). We meet with a majority of our clients every 3 years, and not having that as an option in the system basically renders the Meeting Monitor
Attach Account Number to actions
We used this feature extensively in Desktop and now realize it is not an option in Cloud.
Email Link Opens Message Draft in Outlook
Hello, We do not use AdvisorEngine for client emails, using Outlook instead. It would be great to be able to have the option to click an email address in a client record and have that open a new message in Outlook.
Shareable Dashboards
Hello the Dashboards are AWESOME! Suggestion: Create an option to share dashboards OR Like the workspace template searches allow me to steal someone else search, allow user to grab someone's dashboard without the option to edit.
Assign more than one user to an action
We would like to have a feature created so that when someone is putting in an action, they can assign it to multiple people instead of just one user.
Edit Subject/Details while adding workflow
It would be nice if we could edit the subject of actions (or even edit who they are assigned to, due date, etc.) while we are adding a workflow, rather than adding the workflow, then having to go back in and edit the action to update the subject or any
Have More Than 5 Reminders on Summary Page
Would like to request the ability to add more than 5 reminders to a clients record and be able to view them on the Summary page.
Copy Action ID Feature
It would be helpful if there was a copy feature/button next to the Action ID to make it easy to copy. The updates in the new view made the Action ID a little more difficult to copy because of where the Action ID is located. The copy feature would assist
Action Calendar Date
On the different calendar date fields in actions have a today button that defaults to the current date.
Summary card through Action workspace
When navigating to an Action through Records workspace, we can easily click the Summary Card icon to temporarily view critical data. That's great! However, the Summary Card icon is not available when we navigate to an Action through the Actions workspace
"Asset Data Change Tool" - Add Rebalance field or allow custom fields to be selected
It would be awesome if we could allow custom fields to be selected for the "Asset Data Change Tool". Currently I have to spend hours updating our "Last Rebalance Date" field individually because the Asset Data Change Tool won't let me mass edit this data.
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.
Copy Workflow no e-mail
It would be helpful to be able to choose when copying Actions whether or not to include the linked/attached e-mails. We often times do not want prior e-mails association with the copied Action. Thank you for considering this enhancement.
Filter Indicator
Prior to the update there used to be a yellow line item here that indicated which filters were set on the grid. Having this visible helps determine if the results displayed on the grid are accurate.
Next Page