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,
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)
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