Additional Alerts and/or Custom Alerts
It would be helpful if there were additional alert types we could pick from or a way to create custom alerts. For example, we would like for our operations manager to be alerted every time an action is created or completed.
Record Type
Where is Record Type in the actual record? When promoting data from Informational Contact to Record, there is no prompt to enter Record Type, and I don't see where to enter it after-the-fact.
Record OWNER GROUP - default to OTHER THAN everyone
As we use CRM for employee HR records and I am fearful we may forget to change the OWNER or EDITOR group to HR GROUP when creating a record for a new employee, it would be helpful if new records defaulted to a SMALLER group of OWNERs. Maybe the ADMIN
Dark Mode
Would love the option to toggle between a light or dark mode depending on my setting.
Make Informational Contacts Reportable
Right now, informational contacts is one of the only areas that is not reportable, and the only current solution is to make the contact a record and connect them through relationships. We already have a significantly sized database, and we would not want
Ctrl-J timestamp in line instead of new line
We would prefer that the Ctrl+J timestamp be 'in line' instead of going to a new line.
Ctrl J function
In Junxure Cloud when you use the Ctrl J keyboard short cut, it pushes the the "date stamp" to a new line and is automatically bolded text. I would love to not have to un-bold the text and move it to the line I would like it each time. It actually is
Reminders- allow for timestamp in this field
It would be helpful to be able to do a timestamp in the reminder field.
"Control J" in the Reminder section of New Layout
We are not able to use the Cntrl J function in the Alert/Reminder section of the new record layout. We like to include date and team member initials when we add an alert/reminder in case someone needs clarification. This way we know when it was input
Add date stamp to reminders
It would be helpful to add a date stamp to reminders so we can see how old the information is and if it should be removed if it's really old.
Time Stamps (Ctrl-J) Adjust to Single Space
Would it be possible to adjust the Time Stamp (Ctrl-J) feature in actions to be single-spaced instead of double spaced? Or at least provide the option to choose between the two? When everything is double spaced it makes the notes within actions more challenging
Ctrl + j Timestamp in Custom Fields free-text
Pre 2023 we were able to timestamp in the custom fields free-text areas. Since then it has disappeared. It was very useful to keep track of notes and ensure nothing gets stale.
Please Widen the Record and Contact Tiles on New Layout
Lengthy emails are getting cut off in the new layout as well as Tags and Classifications. I feel there is plenty of screen real estate to widen the tiles a little bit to help fit in more characters of information.
Completed, Canceled or Failed
It would be great to have the option to not only mark an action Completed, but instead canceled or failed. Sometimes the client fails to complete the action and it would be nice to mark this action as Failed. And sometimes the client decided to cancel
Revenue Report from Records Tab - increase number of records in results
Currently, the revenue report from the Records tab only allows for 200 rows. Please increase this to at least 500 rows. I work with advisors that have more than 200 records and can't provide them a report for their practice.
Add text to scanned PDFs
Our team often needs to edit old documents that have been scanned and uploaded to the CRM. Specifically, we would like to add text boxes on top of scanned pages to in order to make notes or comments. Currently, we must download the file, make the edits
Recurring Action Definition - add Column "Last Meeting Date"
Please consider adding the Column Chooser option "Last Meeting Date" to the Recurring Action Definition. This would be a very helpful field for our firm for scheduling since we are not utilizing the Service Monitor.
Training
Are there any training videos for new employees? Or, is it only reading references now?
User Profile
Ability to add to Primary Role would be nice.
Revenue Import and Number of Contacts on Record Cards
It would be extremely nice to have the ability to add more than 2 contacts per Record. When running the Revenue Import via TIN, it won't find the children that own UTMAs and CESAs as we have them listed as informational contacts. In addition, Trusts that
more than two persons per record
In most cases, two people is sufficient, a husband and a wife. But there are times when we need more. Like a trust with three trustees, or a new client whose two daughters and two sons-in-law call in regularly. If I make a record for each of them, emails
Revenue Import - by Account Number
It would be great if we are importing revenue by account number that it would look across all tabs like the insurance. Currently, it doesn't pick up any of the insurance policies that are listed on the "Insurance" field. It is only looking at items in
Revenue Import - show rows that didn't match and increase the number of rows
It would be great if the "Revenue Import" would let us know which rows did not match and why (account number not found or revenue type not found). Just stating how many rows didn't import is not sufficient. Also, I have learned today that the maximum
Insights Dashboard Item - Clients by CSR
Add functionality to see Clients by CSR similar to Clients by Advisor
Notes Section for the Record - editing options
It's great that you have added more functionality to the Notes Section for the record. Problem is the editing is not the same as when you are in an action. Can you please make the Notes editing be the same as the action? The one item we are trying to
Dashboard - Client Life Events - add to date options
We send birthday and anniversary cards to clients, but we need to be able to pull the list a month in advance in order to have everything ready in time. It would be great if the Client Life Events dashboard tile had an option for "Next Month" - not just
Duck Duck Go browser
We're noticing some functionality difficulties with the CRM when using the Duck Duck Go browser (most noticeable is inability to use Ctrl+J). Please consider supporting Duck Duck Go as a functional browser. Thank you.
Taxes
We would like to be able to run a report (or use the grid) to see which records have tax data entered for a specific year (to help us track who we are missing tax info from)
Dashboard Default to open in new tab
Any record links or actions clicked within a dashboard should open in a new tab by default. There is currently no way to return to your previous position in a dashboard.
Reducing the number clicks in AE CRM
General comment that modern CRMs focus on reducing the number of clicks to work through the CRM. Anything that can be done to reduce the number of clicks in the CRM would be extremely helpful, efficient and help us gain back time.
Completed tasks - email when completed
I don't have time to keep checking to see if tasks I have assigned are completed. It would be nice if the program emailed me if a task was completed.
Capture Relationship Emails
Many times, relationships like attorneys and CPAs don't need their own record. It would be extremely helpful if relationship emails could be captured.
AUM by age range
I would like to be able to change the "As of date" for the AUM by age range card. It defaults to "as of today" right now. When completing benchmarking reports (which usually want data as of 12/31), or trying to get trends over time, it would be helpful
Last Updated field under Assets
I would like to request that the Last Updated field under Assets become a reportable field. Currently our firm does not have direct feeds from investment companies into AdvisorEngine, we use another portfolio tracking system that is separate from AdvisorEngine
Flag contact info when changed within past 30 days
With increasing cybersecurity concerns, advisors and staff often need to check contact information to process an e-signature request or make an outbound phone call. Standard process is contact information must be at least 30 days old before it is considered
Outlook Junxure Addin - Mulitiple Email add
Hi, A huge help for us, would be with the Outlook Junxure Add-in to be able to select multiple emails and manage (add to action) all at once, instead of having to go one by one. Thanks, Eric
Link more than two individuals to a company/business record
It would helpful to be able to link more than two individuals to a company/business record. I have several business clients that have more than two owners - Being able to link them all would be ideal. I co[pied this from a prior post so it can be voted
Email Alerts/Notifications
hello Our Compliance and Operations Department do not use Advisor Engine. In order for them to use Advisor Engine, they would have to receive an email notification that an Action was created for them. This would be a great feature to have per person or
visual or tonal alert for new Actions
Under Junxure desktop, we would get a pop up alert that showed us how many new (or unacknowledged) actions we had. Now that only happens if I'm actually in the Junxure site on my browser. Would love to have an alert pop up similar to Outlook on my desktop,
Birthday List Check-box on Summary
Please put the birthday list check box on the record summary page. Too many people at our firm forget to go into the actual record to check the box when entering the info and we like to celebrate milestone birthdays with our clients.
Next Page