How to Question - Salutation and banking information
Hello, We are doing mailer and I'm looking to include the Prefix field from the Contact Info Section. I've searched the Column header field for Salutation and prefix but no luck Can you tell me what that field is called in the column chooser please.
Complete Parent and Save location on bar
Would it be possible to move the "Save and Complete Parent" button more toward the center of the bottom bar of the action? It is so very very close to the "Save" button and is pretty yucky when the Parent gets closed inadvertantly when just trying to
Summary Card for Household Fields
There needs to be a more efficient way of accessing fields that have not been chosen to display in the household summary card. For example: due to limited space I had to choose only the fields we use often BUT that means if someone makes a mistake when
Postponing Action Alert to a specific date
In Junxure Desktop, we had the ability to postpone Action Alerts out to a specific date, which often is quite helpful. I would like to see that functionality in Junxure Cloud as well. Thank you for your consideration! Lance
Multi Factor Authentication
I would like to see another option for multi factor authentication. Text message codes are not the most secure and I strive to keep our data as secure as possible.
Add service level to Quick Search
Always looking to quickly pull up a list of my best clients. Having Service Level added to quick search seems like an obvious field. Combined with Classifications, Interests and Tags already there would be a great way to slice and dice the book quic
New Release Issue - Font Increases When Editing Actions
With this new version, the font size increases when you open actions to edit/make notes. This makes it hard to see everything in the action without a lot of scrolling. Please change it back to where the font size stays the same whether you are editing
Change the default text for Actions / Workflows to a LARGER font
Please change the default text for Actions / Workflows to 12 pt. The current default is 8 pt. It is not readable. Support reps told me to create a template with larger text. When I type outside or between the template text, or copy and paste, it simply
Please make the default dropdown of filters to be "contains" not "is equal to"
In Grids, please make the default dropdown of filters to be "contains" not "is equal to". It is rare to search under "is equal to", so it would save a couple clicks if the search defaulted to "contains". Thank you!
Font Options
In the Notes section of an action, it would be nice if we can change the font. Currently you can only change the size, underline, etc. But if I want times new roman vs calibri, for example, I cannot do that. Thanks1
Default Grid Filter method
It would be nice to be able to set your own default grid filter option. We almost always search by "Contains" rather than the system default of "Is equal to"
Dragon Dictation Integration
We were using Dragon Dictation software until the last update when it stopped working. It would be great to be able to use this again and see an integration with the two software's.
Does Not Contain grid column filter
Appears to have been implemented awhile ago, but it's not an option on my grid column filter. Can you fix it?
"Does not Contain" grid column filter
I'm pretty knew to JC, but I've already come across multiple instances where I want to filter a grid column for everything that does NOT contain a particular word--a "Does not Contain" filter option (exactly opposite of the "Contains" filter option).
"Exclude" Filter option
I would like to see a filter option that says "Does not contain" so we can filter out specific key words/data fields in the grid. It would also be nice to have the same option in the Quick Search - "exclude" a record tag for instance. Example: We want
Age Based Actions/Reminders
It would be great if we could have reminders or actions kick off based on the clients age. For example, an action or reminder 6 months before a client turns 65 to remind us to look in SS benefits, a reminder before a client turns 72 for RMD reminders,
Actions/Worflows
When adding a workflow with multiple steps, open the workflow in edit mode just as when adding 1 workflow. https://youtu.be/FpQGYTiBfr4 Here's a video explanation of what I'm looking for.
Duplicate Page
When you duplicate page, it used to just duplicate the page you were on - which I liked because I do several things with that same action - now with the new update - when you click duplicate the web page, it automatically goes to the home page - please
Alternate Way of Resetting Passwords
I was trying to reset the password for the president of our firm. We spent at least a half hour of me sending invitations and him getting expired links. I looked all over AE's knowledge base and community and only found something about this issue from
Email Export with selected classifications
We are able to select as many records as we want under the classification chosen then export those selected for labels, but when we select for specific emails to export to excel we are not able to export those selected specifically. We have to export
Emails from Junxure - streamlining the process
I created a workflow for prospective clients. One of the actions involves sending an email. While the merge function will fill in the email address and complete fields in the body of the email, it would be very helpful if I could specify in the action
Default time for each email
Can we have a default time for each email like 15 minutes?
Add Functionality to Customize Address Types
To request under the "View New Record Layout" the ability to edit the home address field to be customizable to differentiate a Mailing Address vs. Physical Address under the Summary Tab. This would be helpful for clients that have a physical/legal address
Action - Add Drop Down in Notes Section
Request for ability to add drop down field within the notes section of the action. Trying to create a seamless workflow integration using the email option that uses correspondence templates and workflow template to send and email that gets captured and
Logging In
Before the latest upgrade, my email filled in automatically when I opened Junx. It's rather long and now I have to enter it every time I login and then my password pops up after I enter the entire address. Since I log in and out of Junx several times
Record Card - allow multiple emails & phone numbers
It would be extremely helpful if on the client record cards that we had the ability to display more than one phone number and more than one email address for each member of the household. The phone and email fields in Desktop, where you can view all
Recurring Actions
In Junxure Desktop, we were able to copy a recurring action from one client to another. I found this functionality very useful and it made it simple to setup a recurring task performed for a group of clients. Cloud does not offer this same ability and
Outlook and link to Action/Workflow notes
In efforts to keep our workflow/action history clean and consolidated, I occasionally "manage" emails to attached them to the appropriate workflow note. In the older/desk top version there was a second prompt that asked if the action should be removed
Acknowledge All for System Alerts
I'm using more email templates within AE CRM. It would be helpful to have an Acknowledge all button for System Alerts like Action Alerts. Thanks
Quick Search: Can we swap out INTERESTS category for something else please?
Quick Search: Can we swap out INTERESTS category for something else please? We don't hold many events so the category is kinda pointless but the tool is fantastic!
Linking Actions to Make them Related Actions
We use Related Actions a lot. For example, we use the meeting note as a "Parent" and all of the "Child" notes contain follow up. Sometimes, there are two Actions that are "unrelated", but I'd like to link them together to make them related. Is there a
Scheduling for multiple team members with the same calendar event
When scheduling a calendar event through an action, you can only select one calendar to put the event on. There are many meetings we have that include multiple team members and being able to select multiple calendars for which to enter the event would
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.
Next Page