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.
Add Record Type to the fields editable by the Record Data Change Tool
After a mass migration of data from another CRM provider, my firm has found itself with many of our Records having the Record Type "Individual," and a lot of others being "Person." In order to consolidate, it would be helpful to be able to bulk change
Removing requirement to select Default office
My firm has one location, and while I realize not all do, if that box were to self pop with Default office, it would save firms like mine the added keystrokes of having to go in and select Default office every single time an Action is created. There is
State of Residency
We have an increasing number of snowbirds, so their Primary Address does not always reflect their State of Residence. Can the State of Residency be added as an option so we can select it to appear on Summary Cards?
Holistiplan Integration
Are there plans to integrate Holistiplan with AdvisorEngine CRM? Holistiplan is a relatively new tax return review software which currently integrates with Wealthbox and Redtail. My firm uses Holistiplan and would like the ability to import client tax
Truncating Record Tags
If you export record tags to Excel, the system truncates any characters beyond 255 characters. This limitation makes it impossible for us to run the reports that we need. We're not trying to do anything complicated here. We're trying to run a report to
Meeting Monitor Request - "Date Became Client" Field
In the Meeting Monitor report, please add the "Date Became Client" field as a choice. The date would be helpful for us when sorting the list.
Copy/Paste when creating a document
We have recently attempted to use the "Create Document" function in AE, and when we went to post in some notes, the copy/paste function was not allowed, with the paste button completely greyed out. Does it not have the functionality to paste in text in
Dictation
Will AE be interested in adding dictation to their CRM?
Email History
I'm new, so this might be something being worked on already. But when viewing email history in the CRM, the sentences are cut off and there is no scroll bar to easily navigate left and right to view the entire email. I would prefer to be able to view
POAs
We are looking for the best way to add a POA to a record. It would be helpful to hear how other users add POAs to their client records.
Durable Power of Attorney
What is the best reportable way to track who serves as a Durable Power of Attorney for another person? Whether this is between spouses or across records, we are hoping to more fully utilize Advisor Engine CRM to track this information. Thanks!
Reminders Report
What is the path to run a report in report assistant that shows a list of all the reminders in each record? I have tried a few outputs and can't seem to get the reminders to appear in any form. The output is all blank, but I know we have several reminders
Default Font Size
Please make a feature that allows you to set a default font size. 8.5 is much too small for most.
Vonage Phone Integration
A feature request to integrate AE with Vonage VOIP phones by offering the option to pull up a record card matching the Caller ID of an incoming call. This would put client information at our fingertips and allow quick/easy recording of notes or actions
Additional functions in editor for e-mails
Ideally, we would like better integration with Outlook. If that is not a possibility, it would be helpful to have additional functions available in the Cloud e-mail editor, such as: Mark e-mail as Important or Urgent Request a delivery or read recei
Asset Import - Additional layer of data check
A huge limitation to the way the Asset Import from Albridge works is that the system ONLY looks at account numbers when updating positions. We have run into an issue at least a half a dozen times now where two different clients will have accounts at different
Record Tag Descriptions
The description field for Record Tags is only visible in List Maintenance. That defeats the purpose of having them for end users. Is there a way to display the description when a user is looking at the list of Tags deciding what to select? Thanks!
Dashboard (workable list) for Actions Created and Actions Completed
We would like 'workable' lists for 'actions created' and 'actions completed' so that we can click each action in the list and be taken to a new window. We understand we can create grid templates to view lists of actions created and actions completed but
Relationship to Record as column
I would like to see the addition of the Relationship to Record data be available as a column option in a Grid or Report. Seems the usefulness of it is limited when it can't be added to a Report.
Interface with Jump app
We are considering employing the Jump app. They say that AE is working on an integration with Jump. Would love to see it happen.
Close Opportunity WITHOUT Choosing "Won" or "Lost"
I recall being able to change the status of an Opportunity to close if without choosing Won or Lost. I am no longer able to do that as I have to choose one or the other to close the Opportunity. I was told I could choose "Blank," but that's not working
Mass email to some primary and some additional email addresses
We would like the ability to send a mass email to some primary and some additional email addresses. Right now there are only two options--send to just primary addresses or send to all primary/additional email addresses.
Add Nickname to top header area
We would like to see the Nickname displayed in the top header to remind us that John goes by 'Jack' and Margaret by 'Maggie' etc.
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