Total Hours Spent and total emails on client record
It would be great if we could log onto a record and it showed us the following information: 1. Year to date hours spent on client 2. Total emails sent from client 3. Total emails we sent client 4. Total hours spent in previous year 5. Total hours spent
Documents
Please allow documents to be moved from one folder to another. Example: I wanted to move a document out of Miscellaneous into Estate but could only download, delete, and then upload again into the correct folder. Being able to move from folder to folder
Show Important Notes on Summary Page
Show Important Notes on Summary page, either below or above the Reminders box. Someone unfamiliar with a record won't necessarily know to go to the Notes tab to see if there is information listed there.
Limitations When Searching Action Notes
When searching actions the CRM only searches the first 500 characters of an action note. It would be helpful if the search functionality included the entire action note regardless of length as our office takes extensive meeting notes and it would be helpful
Search Functionality
When using the Basic Search and Advanced Search, I was informed that it only searches the 1st 500 characters of an Action Note. The search functionality should include the entire Action Note regardless of length.
Workflow Setup - "Assigned To" Column Request
We would like to have an "Assigned To" column choice in the Workflow Setup screen. It would be helpful for filtering and reassigning workflow tasks.
search function for record actions not always working
Here's an issue I'm sure many of your have encountered... On a number of occassions, I'll try using the search feature and it doesn't pull up any results. For example, I tried "soc", "social", "security" for a client and it only pulled up the most recent
Notification for broken link between O365 and Junxure
Recently we had many employees whose link became disconnected and no longer capturing emails between Office365 and Junxure. The only alert Junxure says we will get is the system alerts in the FYI bell area. Unfortunately, this is not an area where anyone
Documents dashboard card
Is it possible to edit the "Documents" dashboard in the Summary section of the client Records?It would be helpful to also be able to see the date it was uploaded, type of document, and information about the action the action it's attached to (subject,
Client Scoring
We would love the ability to "score" our clients based on specific parameters that we set
Tax Information - Add More Fields
Currently our team uses multiple spreadsheets to analyze our data but with Advisor Engine’s reporting, sorting, and archiving features in the tax section we have been migrating our data here. There are a few fields I added as a “user defined field” but
Phone labels viewable on new layout Record Summary
In the new layout you can't see a phone number's "label". In an instance where we may have children's cell numbers (aging parent as example) listed, we should be able to see which one we intend to call. THANKS.
Move Opportunities
We use the Opportunities to track our sales pipeline. It would be really helpful to be able to move opportunities to a different record. We add "leads" to our firm record in AdvisorEngine, but when they become a "prospect", we create their own record
Manage Users - Allow the set of User Groups when adding a new user
Hello Currently, when adding a new user you have to save the user and then re-open to add the User Groups. It would be awesome if we could add the user groups when creating the user.
Service Monitor Report
It would be very beneficial, and intuitive, to review a clients AUM and also the "last meeting date" when pulling the service monitor report.
Service Monitor Mapping
Is there a way to make the services assigned to a service level contingent upon each other, so that when one service is completed there is a selected frequency established between services where the 'next service due' will automatically update with the
Too Hard to Open Knowledge Base
Since a recent update, I've noticed it's extremely hard to open the full knowledge base. All I see is the little drop down box to search and then when I click on a topic, it continues to show the answers in the little drop down box. Please put back the
Include Screenshots within notes
Could a feature to enable screenshots be included in notes?
Record Summary and Workflow on ONE screen
My main job is to process business and most of my directions come from action workflows. The information I then need is from the record summary. This re-design has CREATED MORE STEPS. I can no longer see the record summary information while having an
Zoom Phone Integration?
Are there plans for a Zoom Phone integration? When using Zoom Phone, it would be helpful to have a caller's AE record automatically open as it does with the Mitel Connect app.
Move / Copy Action
Functionality currently only appears to be available in the "Old View". Would be helpful to have the ability to access this tool through the "New View".
Navigation continuity
In the old version, when you navigated to a new client record by entering the name in the record search box, it would open the new record in the same "tab" as the previous record. Can you bring that back please?
Income / Expense report
We have used an Excel model for many years to record and report client balance sheet items and income items for cash flow. We are trying to move away from Excel. The Asset/Liability section is a decent alternative for balance sheet items and reporting
Firm Default for Record Layout
Since the old layout sunset has not occurred and has no set date, you should reconsider setting a firm default for the old layout vs. the new layout. The main reason for this request is that Alerts and Reminders are different and do not sync. We have
Multi Layered Filtering
It would be great to filter by entered date of actions and then by due date of actions so you can see the order in which actions should be completed based on how long they have been in the system.
Task due dates only on weekdays
Create a setting that we can apply or way to structure workflows and next task triggers to not be due on a weekend or holiday but to roll to the next business day. Alternatively allow selection of specific day of the week
Dashboards for "employees" allow only active employees to show
We have been long time users of Junxure Desktop/Advisor Engine and have a lot of employees (past & present) in the system. Specifically on the Dashboard: "Past due actions by employee," it would be very helpful to have an option to only show active employees.
Customization on Dashboard Cards
The Dashboard has been really helpful using the cards to view changes or updates on a macro level. For Client Contact Trends or Clients - out of contact it would be helpful to be able to filter by more than the three default types. It could be beneficial
Zoom Phone
Zoom Phone – Cloud VoIP Phone Services integration
Annuity "Insurance Type" addition
Upon entering an Insurance policy, we cannot add Annuity to the Insurance Type (first field under insurance information section). We realize you can change the plan type but would rather use this specific field to have annuity.
"Client Demographics" card on the Dashboard
For those of us that don't input client revenue into Advisor Engine, it would be nice to still be able to use the "Client Demographics" card on the Dashboard. Would you please consider not requiring revenue, so we can still utilize the demographics in
Interface with Jump App
We would like to see an interface with the Jump app for AI meeting notetaking. Jump has had preliminary discussions with AE, but nothing has been officially announced yet.
Update Due Date from Dashboard View
It would be convenient if we could update the due date from the 3 dots on the right-hand side for an action from the Dashboard View without having to go into each individual action. We sometimes have multiple activities listed that need to be moved in
Complete Parent
Our firm would like to modify "Complete Parent" so that it can be inactivated or assigned to specific people in order to avoid someone accidentally closing a workflow that hasn't been completed.
Important Record Notes
It would be helpful if there were a section above the record cards in the summary tab where we could list important record notes. Very similar to the "reminders" but with bolder font and bright colors so it stands out and brings your attention to it.
Assigned Tasks
It would be helpful when assigning tasks to have additional drop-down fields instead of just having the "completed" checkbox. Some that could be helpful would be "on hold", "in-progress", "cancelled", etc. I used another program with these selections,
Addepar integration
Is Addepar on your radar for integrating?
Email Integration Report
We are finding users Microsoft 365 accounts are disconnecting from the CRM. Is there an opportunity to create a global on demand or standard report that a CRM admin can run to confirm users that are connected or not connected? Opposed to viewing user
Edit Due Dates from Dashboard
Can an option be added to the Actions on the Dashboard page so we can move the Due Date for an Action from that screen? It would save us time from having to click into each individual action and edit separately. There are often times we need to move an
Integration Idea: RightCapital
We are considering moving from MoneyGuide Pro to RightCapital Financial Planning Software. Integration of contact information and asset data would be fantastic.
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