Specific Action reassignment tools
Reassigning specific actions that I have under my “pending actions” to one of my co-workers. So, I filter my report and those actions I want to reassign to someone else in mass.
Client Anniversaries with Our Firm
Hi - I noticed in the Community that my question was implemented, but I can't figure out how to find the answer. The user asked that client anniversaries be added and calculated like birthdays. We would like to celebrate clients' anniversaries with our
Attaching documents to templates
We discovered in moving from Desktop to the Cloud version that the ability to attach documents to templates has now disappeared. This is very inconvenient and inefficient. Please bring back the ability to attach documents to all templates. Thank you!
Actions Kicked off Based on Age
It would be great if there was the capability to have an action kick off automatically when a client turns a certain age.
Record picture limitations
We recently moved from Desktop to Cloud. One of the features we love in Cloud is that Records may now be broken into two cards more easily to clearly show both clients in the household. Since we didn't have that ability in Desktop, this resulted in a
Record ID in New Record Layout
The Record ID no longer shows in the Record View (I confirmed this with you by email). Please add this back. This is an important piece of information used as a unique identifier.
Time Date Stamp does not need seconds
We are finding that it is not necessary to include seconds in the time date stamp. It adds unnecessary characters and clutters the actions. Just an idea to exclude those.
FYI Positions/Team Members
It would be nice to be able to FYI our custom "positions" on a record instead of trying to find the specific person - more than just the default Advisor 1/Advisor 2/CSR
FYI's copying over for Move/Copy workflow
I noticed that any FYI's I assigned in a workflow are also carrying over when copying a workflow over to another record. I don't believe this used to be the case. I was selecting FYIs for employee positions, so I'm not sure if that was the catalyst
Copy/Move Recurring Action
I have run into a few situations in which it would be great to be able to Copy or Move a recurring action to another record. This would be much more efficient than having to re-create the recurring acion in another record.
Add Sound Files to Records
We would love for there to be a feature that would allow us to attach recorded phone calls or voicemails to a record like we do with emails and documents. This would help immensely with our compliance and make it easier for us to access items should an
Automatically Save Changes
It would be great if the system automatically saved when changes are made (like it did in JXR desktop). Alternatively, if you cannot auto save it would be helpful if the prompt box had the "YES" button in the same location each time. For instance, when
Reporting: Label output
When selecting fields for a report, some Label options are available: Address Label Person 1 Address Label Person 2 Address Label Record However, there is no option to output the Label field for primary phone numbers nor email addresses. Can these fields
Daily Announcement/ reminder/ note...
I'd like to see the ability to be able to add a daily announcement, note, or reminder that all users in the firm see when they log in to JX that day, like JX Desktop had...
Please Implement Quick Links In New Layout
Please implement the Quick Links tab back into the new layout. It can be incredibly time-consuming and frustrating to click in and out of each menu in order to view client information. As someone who uses this platform for 8+ hours a day, I continue to
Please Add Back Quick Links
Can Quick Links be added back in the new Record Detail layout, possibly in the space to the left of the primary record card? Having personalized Quick Links is very helpful and would save clicking through menus.
Record Reminder Global Reports
Can you please look into running a global report for record reminders? We use this feature and would like to be able to audit the reminders.
Fix Advanced Search 'Edit' and 'Apply' buttons
We recently moved from desktop to Cloud and have been learning how to navigate the new system. One of the things that continues to trip folks up is the way the "Edit Search" and "Apply" buttons display in the Advanced Search tool. The buttons themselves
New Look feedback
Hello AdvisorEngine, Like the new look but not sure I like the white-on-white design, separated by faint lines. Would prefer a two-tone approach to separating the background vs. the grids and field data. To help draw my eye to sections on the screen,
Snyc Contacts with Vonage
It would be excellent if we could easily sync up our contacts on AdvisorEngine with Vonage so we'd all have caller ID whenever a client or prospect calls in.
Option to Secure Actions or Workflows
The system is very transparent and we love it...except when we need certain things to be secured. It would be very, very helpful if there was an option to secure workflows that would only be visible to assigned users.
Archiving Tags
It would be a really great addition if we could archive tags that we dont use anymore so they do not show up in our active list, but would still technically be in the system so we can still run reports from them if we need to down the road.
Adding the same action simultaneously
Instead of hovering the cursor to tools and launching the same action individually repeatedly. There should be a tool to launch an action and choose how many "copies" of the same action. So if I am opening eight accounts for a client I can launch eight
Admins cannot delete dated templates (gridviews) from past employees
I have a number of old, dated templates from previous employees that I can't remove as an administrator. These users don't even have email anymore nor do I have additional licenses to temporarily setup their account and login as them. Administrators should
Due Date Calendar Selection
It would be nice if the due date calendar year selection would display the current year with the following years after it. Currently, when you go to assign an action for a year out, you have to scroll to find next year while all the previous years are
Record "Tabs" - Customization Request
I would like to see an enhancement that allows me to change the order of the tabs (for lack of a better term) at the top of a record (i.e. move Emails from the far right of the screen to the left side of the screen). There is a way to remove the fields
Name Fields in Fields Chooser so that they match what they are named inside the system
When working to create reports and search for client information, it's very helpful when the field names inside the field chooser match the name inside the actual system. For example, I was looking to run a search recently and while the field inside Cloud
Last Contact Report - run for more than 200 clients at a time
Our firm runs a quarterly last contact report for all of our clients at the firm; we currently have 1,100 clients. The "Last Contact" report in Junxure Cloud can only be run for 200 clients at a time. This means that we have to run the same report 6 different
Email signature file in force
We utilize the signature set up in e-mails. However, once a file is selected and you save it, it does not show in the Email Signature Setup screen. Can you change it so that it shows the file currently in use?
Remove 500 Characters Limit when Searching text in Actions
We take extensive meeting notes and it would be ideal if there is no character limit when searching for actions for the specified text.
Wrap Text in Actions Grid - Master Action Subject
Could we please have the text wrap in the Record Actions Grid - Master Subject column? Just like it is in the Action Subject column? Thank you!
Relationship Workspace - correspond en masse
PLEASE add the ability to start a correspondence based on a filtered criteria in the 'relationships to a record' space within the Records Workspace. Would be nice to be able to, for example, send an e-mail to all people listed as the 'accountant' relationship
End of Employment
In the employer section, the only option for an employee leaving is retirement. When an employee leaves, but isnt retiring, what should we do? Can we change it to Date Left?
Person #2 Birthdays in Outlook
I just realized that all of our clients' birthdays are not being recorded in Outlook (we use the add-in). I realize that AE is a third party, but it would be so helpful for us to see everyone's birthdays on our company-wide calendar. If this isn't possible,
Orion Unattended Asset Import (And More Orion Ideas)
Please consider changing the time (or allowing us to pick the time) that the Orion unattended asset import runs. Currently it runs automatically at 3AM EST, which is before Orion has finished scrubbing our data. Orion's data recon deadline is 7AM. What
Record Summary Card Updates
When you enter new client households, the format is last name, - (first name of first client entered) & (first name of the second client entered). We discovered that if you later change the order of the clients listed, it will not update in the household
Document Accessibility
We recently moved from Desktop to Cloud and have found dealing with documents to be rather cumbersome. In Desktop, all Junxure related documents were saved and easily accessible on a network drive. All you had to do was click or open a file to see and
Email Groups
I understand that Junxure Cloud does not integrate with Outlook which is unfortunate for the many areas of functionality lost. One example is sending an e-mail to a group versus the client on record. Our company has it's own Junxure record and there are
Deleting e-mails from actions
I utilized the Move/Copy feature in the Workflow/Action section of the program to copy an older action. However, when I did that, there were items I needed to change to make relevant to my new action. One of the things needing to be changed were the e-mails
Schwab Information\Integration
We are integrating with Schwab and it is great to see all the information populated in the Custodial Data section for an asset. It would be even better if all the Additional Information was populated from the Schwab site (trustees, beneficiary information,
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