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
Copy/Paste when creating a document
We have recently attempted to use the "Create Document" function in AE, and when we went to post in some notes, the copy/paste function was not allowed, with the paste button completely greyed out. Does it not have the functionality to paste in text in
Email History
I'm new, so this might be something being worked on already. But when viewing email history in the CRM, the sentences are cut off and there is no scroll bar to easily navigate left and right to view the entire email. I would prefer to be able to view
Reminders Report
What is the path to run a report in report assistant that shows a list of all the reminders in each record? I have tried a few outputs and can't seem to get the reminders to appear in any form. The output is all blank, but I know we have several reminders
Record Tag Descriptions
The description field for Record Tags is only visible in List Maintenance. That defeats the purpose of having them for end users. Is there a way to display the description when a user is looking at the list of Tags deciding what to select? Thanks!
Record Type
Where is Record Type in the actual record? When promoting data from Informational Contact to Record, there is no prompt to enter Record Type, and I don't see where to enter it after-the-fact.
Training
Are there any training videos for new employees? Or, is it only reading references now?
Capture Relationship Emails
Many times, relationships like attorneys and CPAs don't need their own record. It would be extremely helpful if relationship emails could be captured.
"Cell" or "Mobile"
You list both in separate areas - can we just stick to "cell" and get rid of "mobile" - this has bothered me for years! I don't know why, but it just does - hahaha.
Record Profile Details
Would be much easier to use if we could default the profile detail sections to collapsed because it is too much to have to see everything all at once every time.
Request really- We are still hoping for a better document editor / email interface & capabilities
The app now used for emailing, lacks even the basic functionality of highlight and delete, such as when the subject line of the Action auto populates the subject field in the email. I realize that is somewhat logical, but when we are working off a sequence,
Can we get rid of the authentication email?
Every single day, often multiple times a day, we have to input login and password, answer a security question, and then wait for Advisor Engine to send an email with a code, grab that code and then input it in order to be able to access Advisor Engine.
Vonage Integration
My request is specific to Vonage VOIP phones, but the feature request would apply to any such system. It would be hugely helpful if AE offered the option to pull up a record card matching the Caller ID of an incoming call. This would put client information
Text Message
Allowing us to send text message reminders to clients about upcoming appointments. Have these messages recorded in the Workflow section in the client profile.
Service Monitor - Linked Services
It would be awesome to have one service kick off after the completion of another. For instance, a workflow for a client is finished, and another service of a workflow to start six months later kicks in automatically. Right now, the first workflow needs
Prospect Intake API
The new prospect webforms are great to see, but unfortunately as an iframe they just don't integrate cleanly into the look and feel of our website. I'd love to see an API available that would function similarly, even if it's just a simple webhook that
Add Pickleball as an "Interest" choice in Profile
Please add Pickleball as an "Interest" choice in Profile.
Opportunity - Add a Next follow up date
When managing our biz development pipeline and looking at it in the grid, it would be great to have a field within the opportunity called "next follow up date" above or below the "next step". This way, when in grid mode, I can sort by this "next follow
Master Account Field - convert to list Drop-down
We recently converted to AdvisorEngine from Junxure desktop and have come to realize that the Master Account field (which we use for all of our Schwab accounts) is now a text field and not a list drop-down. We currently have 16 different existing masters
More In-law relationship inputs
There is father, mother, and son in laws, but no other in-law relationships?
Voice input integration via Chrome and any other Junxure compatible browsers
It would be great if Junxure had an integration with a voice input company for Chrome and other compatible browsers. All Microsoft Applications come with a new voice input option and all users would like to begin using voice input within Junxure as well.
How best to track client gift expenses in Advisor Engine?
The old desktop Junxure had dedicated fields for tracking client gift expenses. Actions provided an expenses tab that could track the cost of an individual gift purchase. The dashboard for a contact record had a table that automatically added up expenses
Dashboard Tile - Upcoming Client Meetings
I thought this dashboard tile was helpful as it would give me a sneak peek of people I was meeting with soon and would cause me to triple check and make sure I had all of the information I needed for a productive meeting. However, I then learned that
User Defined Fields- their field name as two words please, not one
I'd like to be able to use Annual Income. Not Annualincome, nor Annual_Income. When I export to excel, it makes a total mess all clumped together. Also, instead of user fields importing to AE from Desktop WITH the data from Desktop, a new set of user
Return to where we were in the Community Board instead of back to the top
A small thing, I admit, but a huge time waster for new firms onboarding. If I am on page 3 of the community board, and I upvote an idea or reply, after I submit, I go back to the top of the page and waste time getting back to where I was. The increased
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
Junxure App
Do you have a Junxure App in the works?
Voting
Allow users to vote by clicking on thumbs up instead of the extra key strokes of opening topic
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
Calendly Integration
I read that calendly can automatically kick off workflows, add actions with notes ect. Does anyone have this integration I would like to understand the following: Can we create different scheduling events that tie to different workflows? For example Portfolio
Where has the Termination Date field gone to?
Hi. Where has the Termination Date field gone to? It is no longer on the Engagement tab. Thanks!
Add an "And" option to the Grid Filter
Add an "And" option to the Grid Filter so that you can filter for more than one Classification, Tag, etc. at a time. For example, I want to filter all clients that have the tag TDA and RMD but have to do them separately. This will also be useful when
Document Management
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
QCD Tracking
I'm curious to know if/how others track QCDs in Junxure. I've tried adding action tags, record tags, and a QCD template - but no one ever seems to remember to use them. Any suggestions?
managing remote employees
https://www.fieldengineer.com/blogs/tools-to-find-and-manage-remote-employees
How to Question - Salutation and banking information
Hello, We are doing mailer and I'm looking to include the Prefix field from the Contact Info Section. I've searched the Column header field for Salutation and prefix but no luck Can you tell me what that field is called in the column chooser please.
Logging In
Before the latest upgrade, my email filled in automatically when I opened Junx. It's rather long and now I have to enter it every time I login and then my password pops up after I enter the entire address. Since I log in and out of Junx several times
Record Card - allow multiple emails & phone numbers
It would be extremely helpful if on the client record cards that we had the ability to display more than one phone number and more than one email address for each member of the household. The phone and email fields in Desktop, where you can view all
Navigation Feature Move Request
I was wondering if we could customize the Navigation Feature to move from the left side to the right side. Using dual screens and prefer to have AdvisorEngine on the right screen but every time I mouse over the Navigation Feature will pop open and currently
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