Add "Move insurance to another record" to the Records Tools
Occasionally I have the need to move an insurance policy to a different record - either we had it on the Owner's record, but we want to move it to the Insured's record (or vice versa) OR we have insurance entered on the wrong record post divorce. Currently,
eMoney Integration
When will the eMoney integration happen? I see another post on the forum from three years ago but no update from Advisor Engine.
Admin delete "Other Templates"
It would be great if as the administrator if we could delete the "Other Templates" without having to log in as a previous employee/intern, so that we could easily clean up the system of unnecessary noise.
ability to add more than 2 cards per record & allow cards to have different colors
Please add the ability to add more than 2 cards per record (even just up to 4). This would allow us to add Trusted Contacts, DPOAs to a Client Record. If you could also add the ability to change the summary card colors (maybe 3-4 colors), this would allow
under client record workflows - show how many uncompleted actions there are
It would be nice if there was a way to call out how many uncompleted actions there are on a client record. This would bring it to our attention to take care of multiple items at once with the client. Instead of having to sort by completed to get all the
"Edit Action" from Action Grid
When I “Edit Action” from the grid, I can’t mark the action as complete. I can only add a note or change the action details. Can this be considered as a feature enhancement? Would save some clicks and time if I could just edit the action from the grid,
Workflows - printing doesn't keep formatting
We are in the process of reviewing our workflows and I'd like to print them to review what needs to be updated/changed. It would be helpful if the printed workflow would maintain the same formatting that is in the workflow.
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
Email Notifications
Hello - I’d like to submit a feature request for your consideration. We would love the ability to enable email notifications tied to task management within the CRM — ideally offering flexibility in how notifications are delivered. Specifically, we envision:
Editor Options
The Editor Group is currently an all or nothing feature. There are certain fields in a record, specifically Team Member Designations, we'd like to be able to lock down individually. Please consider adding this ability to a future release.
Default time spent
When building an action, it would be very helpful to be able to set a default "time spent" for that respective action that the employee can override when they are completing the action if it took them more/less time.
User Defined Fields
It would be great to have another way to organize the fields in this section rather than inputting numbers. Each time I have added a new field, I have to go in and renumber everything if I need it in the middle of the list.
We want "read receipts" and "opened" notifications from emails we send through AE
Please support read receipts or opened notifications from emails sent through AECRM
Merge Lists in List Maintenance
While I am sure there are others as well, one specific example of this: Under Address Type, I need to merge all "Home Address" into "Home", so that it will work with our forms software - It was imported improperly. It would be great to be able to change
Integration Request for eMoney
it would be nice to share data and between Junxure and eMoney for planning purposes
managing remote employees
https://www.fieldengineer.com/blogs/tools-to-find-and-manage-remote-employees
Inserting a Table from Excel should be easy
Hi AE, I'm pretty frustrated that inserting information into a client's tasks isn't simple. The formatting is not up to par. Specifically in this case, inserting cells or tables from excel. To not allow a table to have borders is very frustrating when
Total Hours Spent and total emails on client record
It would be great if we could log onto a record and it showed us the following information: 1. Year to date hours spent on client 2. Total emails sent from client 3. Total emails we sent client 4. Total hours spent in previous year 5. Total hours spent
Documents
Please allow documents to be moved from one folder to another. Example: I wanted to move a document out of Miscellaneous into Estate but could only download, delete, and then upload again into the correct folder. Being able to move from folder to folder
Show Important Notes on Summary Page
Show Important Notes on Summary page, either below or above the Reminders box. Someone unfamiliar with a record won't necessarily know to go to the Notes tab to see if there is information listed there.
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
Search Functionality
When using the Basic Search and Advanced Search, I was informed that it only searches the 1st 500 characters of an Action Note. The search functionality should include the entire Action Note regardless of length.
Workflow Setup - "Assigned To" Column Request
We would like to have an "Assigned To" column choice in the Workflow Setup screen. It would be helpful for filtering and reassigning workflow tasks.
search function for record actions not always working
Here's an issue I'm sure many of your have encountered... On a number of occassions, I'll try using the search feature and it doesn't pull up any results. For example, I tried "soc", "social", "security" for a client and it only pulled up the most recent
Notification for broken link between O365 and Junxure
Recently we had many employees whose link became disconnected and no longer capturing emails between Office365 and Junxure. The only alert Junxure says we will get is the system alerts in the FYI bell area. Unfortunately, this is not an area where anyone
Documents dashboard card
Is it possible to edit the "Documents" dashboard in the Summary section of the client Records?It would be helpful to also be able to see the date it was uploaded, type of document, and information about the action the action it's attached to (subject,
Client Scoring
We would love the ability to "score" our clients based on specific parameters that we set
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
Phone labels viewable on new layout Record Summary
In the new layout you can't see a phone number's "label". In an instance where we may have children's cell numbers (aging parent as example) listed, we should be able to see which one we intend to call. THANKS.
Move Opportunities
We use the Opportunities to track our sales pipeline. It would be really helpful to be able to move opportunities to a different record. We add "leads" to our firm record in AdvisorEngine, but when they become a "prospect", we create their own record
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.
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
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.
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
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