Record Alerts
What happened to the record alerts in the new view? We cannot find the alerts ANYWHERE. This is EXTREMELY important information that has just dissappeared. Please make it come back. Our clients are mad at us now because we're not seeing alerts that tell
Gender Drop Down- More than "Male" or "Female" - Easy fix?
It would be a lot more inclusive if there was an option under the Gender drop down menu wasn't just "Female" or "Male". Some individuals don't identify with binary genders, but rather would identify as non-binary. It's an easy fix on the back-end.
Bug with Dragon Dictation
Please fix the bug with Dragon Dictation on Chrome. Apparently, I can't add anything to the Description box for an action when creating the action. However, when I reopen it after saving it, it works. Go figure. Worked fine for years, not sure what
Ability to FYI Additional Team Members
It would be very helpful to be able to FYI additional team members that we create.
Wedding Anniversary Field
This was a feature of Junxure desktop. I recommend adding it to the Contact or Personal Information section. Also, it would be helpful if the number of years was calculated, the way Age appears.
Wedding Anniversary Field
It would be nice to see Wedding Anniversary as a standard field, place more prominently within the record rather than relegated to a User Defined Field. Following that, having the one click ability to run a Wedding Anniversary report (like is available
Gender Drop Down Options
We have clients who identify as Non-Binary though our only options for the Gender drop down are Male & Female. It would be helpful if we could add to this drop down list or if Junxure could add Non-Binary to the list.
Activity Feed - Team Member Updates
It would be nice to see in the activity feed when we update team members on a record (Adv1, Adv2, custom team members). And, it would also be super helpful to be able to see what the changes were. For example, changed Adv 1 from person to person.
Scrolling down on drop menus
It would be very nice and super helpful if we were able to scroll down to access additional menu items instead of having to change the zoom in the browser, then reset when you're done entering the task. When you enter an add-on task to another action
Action Zoom
After a Junxure update (reflected on my end on 3/3), when editing an action, it zooms in/font becomes larger/becomes difficult to see action details without scrolling.
Undo
Is it possible to add an 'Undo' option throughout the program (actions, etc.)?
Summary Fields not available for changes..
If a record summary field is not included in the viewable summary we are unable to make changes after initially created. For example, if I do not include Editor Group. How can I go back and make changes if they chose the wrong group when creating the
Wedding Anniversary Field Bug
Hi - I just tried adding the new wedding anniversary field to the person summary card, but after I click "OK", we can't get any records to load, we just get a blank screen. Anyone else experiencing this?
Specific Action reassignment tools
Reassigning specific actions that I have under my “pending actions” to one of my co-workers. So, I filter my report and those actions I want to reassign to someone else in mass.
Client Anniversaries with Our Firm
Hi - I noticed in the Community that my question was implemented, but I can't figure out how to find the answer. The user asked that client anniversaries be added and calculated like birthdays. We would like to celebrate clients' anniversaries with our
Attaching documents to templates
We discovered in moving from Desktop to the Cloud version that the ability to attach documents to templates has now disappeared. This is very inconvenient and inefficient. Please bring back the ability to attach documents to all templates. Thank you!
Actions Kicked off Based on Age
It would be great if there was the capability to have an action kick off automatically when a client turns a certain age.
Record picture limitations
We recently moved from Desktop to Cloud. One of the features we love in Cloud is that Records may now be broken into two cards more easily to clearly show both clients in the household. Since we didn't have that ability in Desktop, this resulted in a
Record ID in New Record Layout
The Record ID no longer shows in the Record View (I confirmed this with you by email). Please add this back. This is an important piece of information used as a unique identifier.
Time Date Stamp does not need seconds
We are finding that it is not necessary to include seconds in the time date stamp. It adds unnecessary characters and clutters the actions. Just an idea to exclude those.
FYI Positions/Team Members
It would be nice to be able to FYI our custom "positions" on a record instead of trying to find the specific person - more than just the default Advisor 1/Advisor 2/CSR
FYI's copying over for Move/Copy workflow
I noticed that any FYI's I assigned in a workflow are also carrying over when copying a workflow over to another record. I don't believe this used to be the case. I was selecting FYIs for employee positions, so I'm not sure if that was the catalyst
Copy/Move Recurring Action
I have run into a few situations in which it would be great to be able to Copy or Move a recurring action to another record. This would be much more efficient than having to re-create the recurring acion in another record.
Add Sound Files to Records
We would love for there to be a feature that would allow us to attach recorded phone calls or voicemails to a record like we do with emails and documents. This would help immensely with our compliance and make it easier for us to access items should an
Automatically Save Changes
It would be great if the system automatically saved when changes are made (like it did in JXR desktop). Alternatively, if you cannot auto save it would be helpful if the prompt box had the "YES" button in the same location each time. For instance, when
Reporting: Label output
When selecting fields for a report, some Label options are available: Address Label Person 1 Address Label Person 2 Address Label Record However, there is no option to output the Label field for primary phone numbers nor email addresses. Can these fields
Daily Announcement/ reminder/ note...
I'd like to see the ability to be able to add a daily announcement, note, or reminder that all users in the firm see when they log in to JX that day, like JX Desktop had...
Please Implement Quick Links In New Layout
Please implement the Quick Links tab back into the new layout. It can be incredibly time-consuming and frustrating to click in and out of each menu in order to view client information. As someone who uses this platform for 8+ hours a day, I continue to
Please Add Back Quick Links
Can Quick Links be added back in the new Record Detail layout, possibly in the space to the left of the primary record card? Having personalized Quick Links is very helpful and would save clicking through menus.
Record Reminder Global Reports
Can you please look into running a global report for record reminders? We use this feature and would like to be able to audit the reminders.
Fix Advanced Search 'Edit' and 'Apply' buttons
We recently moved from desktop to Cloud and have been learning how to navigate the new system. One of the things that continues to trip folks up is the way the "Edit Search" and "Apply" buttons display in the Advanced Search tool. The buttons themselves
New Look feedback
Hello AdvisorEngine, Like the new look but not sure I like the white-on-white design, separated by faint lines. Would prefer a two-tone approach to separating the background vs. the grids and field data. To help draw my eye to sections on the screen,
Snyc Contacts with Vonage
It would be excellent if we could easily sync up our contacts on AdvisorEngine with Vonage so we'd all have caller ID whenever a client or prospect calls in.
Option to Secure Actions or Workflows
The system is very transparent and we love it...except when we need certain things to be secured. It would be very, very helpful if there was an option to secure workflows that would only be visible to assigned users.
Archiving Tags
It would be a really great addition if we could archive tags that we dont use anymore so they do not show up in our active list, but would still technically be in the system so we can still run reports from them if we need to down the road.
Adding the same action simultaneously
Instead of hovering the cursor to tools and launching the same action individually repeatedly. There should be a tool to launch an action and choose how many "copies" of the same action. So if I am opening eight accounts for a client I can launch eight
Admins cannot delete dated templates (gridviews) from past employees
I have a number of old, dated templates from previous employees that I can't remove as an administrator. These users don't even have email anymore nor do I have additional licenses to temporarily setup their account and login as them. Administrators should
Due Date Calendar Selection
It would be nice if the due date calendar year selection would display the current year with the following years after it. Currently, when you go to assign an action for a year out, you have to scroll to find next year while all the previous years are
Record "Tabs" - Customization Request
I would like to see an enhancement that allows me to change the order of the tabs (for lack of a better term) at the top of a record (i.e. move Emails from the far right of the screen to the left side of the screen). There is a way to remove the fields
Name Fields in Fields Chooser so that they match what they are named inside the system
When working to create reports and search for client information, it's very helpful when the field names inside the field chooser match the name inside the actual system. For example, I was looking to run a search recently and while the field inside Cloud
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