Calendar view within an action
We currently use Outlook for meetings, events, etc. and link them to actions. When these calendar events are created from an action, after clicking on the calendar you must select whose calendar you are creating the event for. Once you select the person
Advanced Searches Criteria
Currently when you utilize the Advanced Search feature, you may select many criteria. I appreciate the breadth of information may be pulled. What would be great is if the logical operators for all the criteria selected didn't then have to be all 'AND'
Record Search Field
When searching for records in the Records Search field, there are times when results will only populate after you hit the space bar. It is inconsistent as to when this is needed and can be confusing and appear there are no results when there are. Can
Only Captures the 1st Email Address?
I just found out that AE CRM captures only the 1st email address in a group email. Please update so all emails are captured into their respective records. We email and set meetings with families. How can this be compliant?
Global Email History Between Dates
Hi Team, I am posting this on behalf of a client. In Junxure Desktop there was a Report called Global Email History Between Dates that gave the email history for all clients between a chosen date range. We do have this at the Record Level in AdvisorEngine
Calendar and Service Monitor
I would like the service monitor to be linked to the calendar. It would be nice to have the meeting auto-populate when the next meeting is due. Also, it would be nice to have the service monitor stay filled in.
Positive dating in workflow
We like using the negative dating in workflows so that various actions needed to prep for a meeting at auto-scheduled based on the meeting date. However, the limitation is this does not work for positive dating actions that will occur after a meeting.
Collapsible Task Bar
It would be very helpful if the Task Bar on the left were collapsible, so that we'd have more real estate available for viewing Actions and grids. It would make for less scrolling and give us the ability to see more on the screen at the same time.
Postponing Alerts
It's great that we can now postpone to due date BUT can we do that for all types of alerts and not just actions assigned to you. The way you could do in desktop. Desktop gave you the option to postpone to due date or a date of your choice no matter the
Uncompleted action notification
It would be a great option to receive notification if an action has been assigned to another member of the firm that has yet to be completed within a certain time frame. Example: Advisor Joe assigns an action to Planner Kenny with an expected completion
Web Forms
Hello, Thank you for Web Forms. With a few enhancements I'm sure we will one day be able to utilize this tool. We source prospects from different marketing campaigns. See Examples 1. Sage Rutty University 2. Individual Advisor Websites 3. Constant Contact
Enhancement Request - Action Level Security
Would like to request action level security to protect data within an action type and limit access to a select group of users.
Option to customize "created by" in service monitor workflows
I'm told that any actions created by the service monitor are set as created by the first person who logs in after that action is created. It would be nice to be able to select who we wanted them created by so that if we searched for actions created by
Completed Action Alert
Junxure desktop had the feature where the person who entered an action would be automatically FYI'd when it was completed. This would be very helpful in Junxure cloud, even if it was an option you could select when entering the action.
Add time zone field next to phone number
This will help us be mindful of a client's local time before calling. The field could auto-fill based on their zip code and be located next to phone number, where we could be looking when calling. Also expect it could be edited for clients who may split
Add Estate Planning when you are not part of the editor group
We had to change the editor groups in response to an SEC deficiency letter around e-signatures and putting proper checks and balances in place to ensure no bad actors were swapping email/phone to sign documents on behalf of clients. We weren’t doing this,
User Defined Field linked to Record card
Currently the "Last Meeting" field on the client's Record card is updated when I enter a new action with the Type "Client Meeting" selected. It would be very helpful if we could link other action "Types" to User Defined Fields. For example, if we use
Record Configuration
Thank you for all the awesome updates! As the Administrator it would be great if I could create a view and push it to specific users. Perhaps we could select by user or department
Workflow Setup Column wanted
In the Workflow setup screen, it would be phenomenal if the ability to have the assigned listed as a column in the table. Allowing us to filter to specific assignees.
Alerts/Reminders Issue Within Actions
When going into an action from our actions list, I have noticed that if something was put in the old system under "Alerts" that it will show up on the screen above the action. However, if something was added to the new layout under "Reminders" this does
Anniversary Field
It would be nice to have an Wedding Anniversary Field added to the Record's expanded area. With a calculation of years married like the Age field and a report like the birthday report of upcoming wedding anniversaries. Also a field calculation of "Yrs
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
Default Font Size
It would be nice if you could set at the database level a default font size for anything you type in an action. The system always defaults to size 9 font and I always find myself changing this so the font appears larger. Thanks!
Hanging search box
Can you please make it so that the search box doesn't remain hanging and therefore blocking the text behind it? Thank you!
Tab function in actions
The tab function only seems to work when using bullets in actions. It also changes the bullet type. I understand I can highlight a line then indent using the indent key but it would be helpful to be to use the keyboard 'Tab' function.
Vacation date field
Please bring this back with the alert the way it was with desktop.
Overall legibility of Junxure
Coming from Junxure Desktop, Junxure Cloud is much less user friendly when it comes to overall view. I find I have to constantly zoom in and out, depending on which screen I am on, to be able to see and work effectively. This is a much less efficient
White Space Between Rows in Action Text Box
Can the white space between the rows in Action text boxes be decreased? It's a waste of precious space in the Action. Thank you for your consideration.
Saving Templates
When you go into a Template and add a column to it, and you want to Save this new template, it brings up the first named Template to save it to instead of the one you chose and are working in. It is too easy to over write that first template. Very frustrating.
Improve functionality of 'Sort' function in the Records workspace
I LOVE the feature of being able to sort various fields within the records workspace (such as client segment). However, I was just doing a demo for my team - we are newer users w-in cloud - and discovered it's not as user friendly as one might hope. I
Go to actions space when adding workflow
In the new layout, if I add a new workflow from the summary page, I then have to navigate to the action/workflow space within the record to get to the workflow that I just launched so that I can edit the first action, etc. Would like this to be faster,
Fix Highlight Colors (Back to How They Were)
The color options for highlighting text are not bright enough to draw one's eye like the old color palette was. For example, the yellow I just used in this message is no longer available in the new, updated look. Please put it back to how it was.
Reminders and FYIs - Ugh
So this is one of the biggest beefs we have switching from Desktop to Cloud. If we "FYI on Save," then everyone gets an FYI even for the smallest change, whether we want to issue an FYI or not. What's worse, we don't have "Reminder" Alerts like we did
Add a Feature That Does not Override Calendar Reminders
When creating a new appointment, Outlook sets a default reminder of 15 minutes. It is possible to disable this in your desktop app, but the CRM is bound by 3rd party permissions and settings so the default can override since the calendar connection is
Recovery for accidentally deleted items
You've seen it happen. The Download button is a mere millimeter above the Delete button and - whoomp- there it goes. We need a way to recover those documents that are accidentally deleted. Pretty please :)
Search option in Alerts
It would be nice if I could have the option to search for a client and see what FYIs/Alerts I have. I tend to have a ton of alerts and if I'm looking for a specific client it would be easier then searching each page and scrolling down until I find i
Time Spent on Client Record
Can we have a summary of time spent YTD and over the last year right on the client record?
Photo for household record
The photo feature for Person1 and Person2 is fantastic! Can this feature be expanded to include the Household record? Not highly important, but nice to have a pic of the kids/family that clients send since this is becoming more and more prevelent on a
Bulk Reassign Templates to position, not just user.
We can currently bulk reassign actions from one user to another user. In this same area, we can do this with the workflow templates as well. (Your support team didn't know this) Would be awesome if positions could be added to this list to select from.
Wedding Anniversary
Love having the Wedding Anniversary on the Summary tab, wonder if it could be on the Record Summary when there is availability of more than 15 fields. Currently being on Person 1 and Person 2 there are two fields to enter the one date that is the same
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