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.
Schedule Reports for Automatic Creation
Our office holds a meeting each Monday to go over 3 different reports that we run in AE. Each Monday, I go into the Report Assistant and generate and print/email these reports to each attendee. It would be a huge benefit to us to be able to automate the
Report Optimization For Monthly Items
My team has weekly meetings in which we pull a report with workflow record actions between the first and last days of every month. Currently, we have to manually change the report "between" fields for each new month that we go to run it. I attempted to
Custom Dashboards
Should be able to create dashboards based on chosen inputs. Not just premade ones. Be able to choose inputs for pie/bar charts.
Relationship Dependent
How can I differentiate which is the Dependent when it appears in both records? E.g., Parent/child, when I click dependent on the child's record, it now also appears on the parent's record as well.
Orion Asset import
When the asset import from Orion syncs into CRM we have to go to each record and then the asset/account and manually check the managed box every time (it does get missed/forgotten). Can this be defaulted in the import to be checked already?
Alerts in Cloud Only Show When on the CRM Tab
We are converting from desktop and rely HEAVILY on the pop up alerts that come to the front of your computer screen and stay displayed, no matter what program you are using. With Cloud lacking that functionality, we are going to have to assign a time-sensitive
Anniversary Date and Date Became Client
Please note that the grid does not have a column for Anniversary Date and the column chooser is still referring the Date Became Client. This is confusing to users who may not know that the Anniversary Date is the same as Date Became Client. In addition,
Allow for Editing of Person Cards from Summary
I'd like it if I was able to edit a person card from the summary page in the same way that you can add a new person from the summary page. The pop-up pasted below could pop up for editing so that I could make easy changes from the summary instead of having
Print Actions from Record
Would like the ability to print the Workflows> Record Actions from the record level. I can print them from the Actions> All Actions workspace (global). Would like to have the same functionality.
Add Tax ID Number or allow UDF to be "hidden"
I want to be able to add the Tax ID Number of the businesses that we work with, formatted correctly, but still hidden like Social Security Numbers are. I don't want to add a TIN to the SSN portion of a Person card, as that's not an intuitive place for
Opportunity Reports
Hi! I like the look of the opportunity reports but wondering if there was a way to do the following: Add another column that's included inside the opportunity. More specifically the comments column. I find this would be helpful when reviewing the report
Dashboard Action Items Showing by Day
Hello, On the Action Items widget(?) where you have your Today, Past Due, and Upcoming Action Items, to list below these numbers the actions that are due by date.
Collapse All in Record Actions
Hello, When grouping Record Actions (by say Master Subject, etc.), it would be great to get a button to collapse all/expand all.
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