Associate Deceased checkbox with Birthday list checkbox
We have noticed that when we mark someone as "Deceased" in Advisor Engine, it does not uncheck the "Birthday List" option as well. I think that when you uncheck the Deceased, it should uncheck the birthday list box as well so we do not accidentally continue
Import Tool to update existing records
Would be great to be able to import data from spreadsheet and update data table of existing records.
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
EMAIL MANAGEMENT - SELECT ALL BUTTON
Your email management screen needs a select all button at the top so a user can use auto sync quickly on multiple emails. The reason this is important is because when the integration inevitably disconnects (which happens often) email go uncaptured.
Customizable Panels for Dashboards
I would like to submit an idea for requested update. Our firm would like to be able to use the dashboard feature, but there is not much value to be found in the existing dashboard panels. It would be nice if we were able to use the data that is already
Closed Date in Asset
Currently, there is an "Account Opened" date in every asset. It would be extremely beneficial for reporting and compliance purposes if we could also have an "Account Closed" field. We do no delete our assets from the record once they are closed, as we
Sessions timing out quickly
PLEASE update your timing out/logging out rule. The pop-up where the time-out feature is located says AE times us out after 10 minutes of inactivity, but I believe that is a huge exaggeration - it times us out after 2 minutes. I cannot even go to the
Breaking SSO To Sign Back Into 365 Integration
We are having to break the Single Sign On in AdvisorEngine CRM in order to add new passwords for Office 365. This has to be done every 3 months. We would like to have the ability to change the password without breaking the Single Sign On.
Custom Fields Placeholders
Defined User Fields had 'Placeholders' so there was some control over spacing and alignment. These Placeholders do not seem to funtion in the new Custom Fields area, but they are still available as a Data Type when modifying the Custom Fields. Will Placeholders
Placeholders Missing in Custom Field section
Please add back Placeholders to allow the organization of information. The new version is a jumbled mess, I was happy with the old look it just needed the underscores to be removed. It would also be nice to add Title fields with placeholders to help organize
New Custom Fields (user defined) edit function
Please add the function to allow the edit of all custom fields at the same time rather than one field at a time.
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!
Date of Death
Please add a field for Date of Death under the client's Date of Birth on each summary card.
MFA Authenticator apps for MFA authentication on login
Can you add the usage of MFA authentication apps such as Microsoft Authenticator or Authy for MFA authentication options instead of just text, email or call? I do not feel like text and email are sufficient security-wise anymore and call isnt possible
Action Number
WIth the Action view change, the action number now disappears upon edit. Can you make it still viewable, while editing, please?
Subject Line Space
Since the update, the new layout has too little of space in the subject line for actions. Could you change the subject line space to the same screen size it was before or to allow the option to expand so we can type an entire subject and see all characters
New Actions/Workflow Updates - Too Easy to Complete or Uncomplete Actions
With the new update it is WAY too easy to accidentally complete or uncomplete actions within a workflow. We had several instances of this happening already. Having the checkmark be the first option on the left of the actions is causing issues, since that
Color and Fonts - new design not good visually
The new design is too muted and fonts are randomly different. The old design was better. We would like to have some color choices, or at least some soft color distinctions to contrast data.
Rendering Issues on my Laptop
With the latest update, I am getting a rendering issue with the record Summary
Enhanced visibility for font
Please change the font in the search bar to Black. It is very difficult to see with such low contrast.
New Record View Mandatory for All Users
It would be great if we could make the New Record View mandatory for all users. With Alerts and Reminders being different now, it would be so helpful to have a way to enforce everyone using the new view. No matter how much training and communication,
New Dashboard - Day Ahead - Client Life Events
Could we be a bit more discerning on how we are defining "clients"? I'm pulling all kinds of people and ideally we could filter out by classification or some other fields like advisor or service level. The same goes for the Client Insights Dashboard.
Color coding events in calendar
All appointments in the calendar are blue, in Outlook and Google I have the ability to color code calendar events so you know what type of appointment or event it is at a quick glance. This way 1st appointments, 2nd appointments, proposals, and personal
Report on Constant Contact Mailing lists
Rather than just showing "linked to person 1 or 2" in the record grid, it would be more useful to show which mailing lists they are on. There is no way to mass add an action for an email sent through Constant Contact without being able to report on client's
Email History Search
Requesting a feature to allow a search function of email contents.
Searching Meeting Note Entries
Requesting a feature to allow a search function for the contents within Notes whether it be Meeting Notes, Phone Call Notes, or Client Notes.
Note Entries
Requesting a feature to make Meeting Notes, Phone Call Notes, or Client Notes more intuitive to enter. Having to navigate to "Tools" and then to "Workflow" isn't as intuitive because the entry of client notes isn't something one necessarily considers
Add Record Relationship Type to Column Chooser
When viewing the Records grid workspace, "Relationship Person 1" and "Relationship Person 2" are not options in the column chooser. Why is this? It would be nice to have these two fields added to the column chooser so that they are able to be export
Add an "Edit" Button to List Maintenance
Instead of an individual edit command, it would be nice if next to the "ADD" button if there was an Edit Button where you could select which values you would like to either change or delete. Similar to the change tools used for actions and records. Deleting
Dashboards - Create Custom Names for Each Card
It would be really great to be able to name each card that's in a dashboard. We're going to use this dashboard feature to monitor multiple queues at once, but at a glance it's hard to tell which card represents which queue. The only way to do so right
Reminders : New View
Please create a report for Reminders On the Record Summary Report, please add an option to display either Reminders or Alerts. Thank you for all your hard work! We appreciate the updates.
Report on Interests
Please add Interests as a grid column choice. I can use Interests in an Advanced Search but if I include more than one Interest at a time, there is no field to show which Interest each record has.
Delete Record - change to Archive or Hide Record
Suggestion: While in a client under Tools/Record Setting/Delete Record - could you rename it to state "archive record" or "hide record". This way people will know that we aren't actually deleting the record. Also, once in "Records" under Tools/Restore
Adding Recurring Actions in Bulk
We have a whole bunch of recurring actions that apply to all clients and have the same due date. Rather than having to input each hundreds of times, it would be great if we could add recurring actions in bulk to all clients at the same time. Thanks for
Bulk Delete Recurring Actions
Would like to be able to at least delete recurring actions in bulk. I understand that adding in bulk could be messy when dealing with all of the recurrence settings, but being able to delete recurring actions we don't want to use any more in bulk would
Client Call Log attached to Record
A way to easily input call notes without using an action and/or workflow that is dated out forever so you don't loose it. Similar to the note section just labeled call log, you would have a time and date section and maybe even categorize it. This would
Cost Basis display on Asset Grid
Currently, there is no database field for the total of the cost basis per asset to be displayed on the Asset grid. The asset import function is importing the cost basis per position but it does not total the data and therefore there is no cost basis field
Date Field Filtering Enhancement
Provide the ability to filter a date field by month. By example, I am trying to report on premiums due in November, not just November 2022. We have a large book of business, and I need all policies with a November premium payment for all years, not just
User Profiles and Integrations
Hello, I would love to be able to see a list what integrations my users have set up without opening each user profile
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
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