copy and paste extra clicks
I am unable to just copy and paste when creating emails through workflows. Instead, I have to hit the paste at the top and paste it separately in order for it to get to the body of the email.
Dashboard - new client by source/lost client by reason
It would be nice to see new/won clients by source on a dashboard. We can see all opportunities by channel, but I want to actually see where the new clients that signed up came from. This would also be helpful for completing benchmark surveys (i.e. Schwab).
Medicare Eligibility
Create a dashboard using the DOB for the Contact cards to remind us of Medicare eligibility. Showing the 3 months prior to 65 and 3 months after. Currently we just filter a search grid under the records for both, and merge it into one excel, it works
2 Way Exchange Sync!!!
Very frustrating to go from Junxure desktop with 2 way contact sync on an exchange server to 1 way sync. PLEASE integrate 2 way sync for exchange ASAP!
Last Contact Report Presort Should Be By Days Since Last Contact
Desktop junxure Last Contact report was presorted by the largest number of "Days Since Last Contact". The CRM Last Contact report is presorted alphabetically by "Record Name." Also, CRM version of report exports to excel with merged fields - have to unmerge
Opportunity Status Report - Sorting
Would be helpful if there was a way to edit the sorting of the groupings within the Opportunity Status Report. As of now the report does not appear to be sorted in any useful manner.
Show amount of workflows by priority
Our firm really wants the ability to be able to have the amount of workflows by priority (possibly other fields too). This allows us to be able to see how many we have worked through and ease stress. This was a feature in Junxure Desktop. Example: NOW
Add Full Legal Name as a Field under a Person's Profile or Allow Custom Fields for the Person Record
It would be really nice to have a field for "Legal Name" or "Full Legal Name" under a person's profile info because sometimes this is different than what we want to have listed for the name that pulls into a person's record. (For example, a client's full
Font color when editing fields in summary card
When editing fields on the summary card, the dark gray font is barely visible when you put your cursor over the field to edit the data. When you move your cursor away, the background turns white again and you can see the input, but it's very difficult
Linking Assets
When you are linking assets to an action it would be nice to select more than one at a time, rather than having to select one, click add, and then select another one, click add, and so on.
Import Changes to Custom Fields
I thought I saw this mentioned somewhere, but can't find it now. Are there plans to allow us to update custom fields via an import? It's a pain to have to edit each record one by one. Thanks!
Acknowledging All FYI's
Can we get a warning when you click on "Acknowledge All" to make sure that is what you want to do? I just accidentally acknowledged all and there is no way to undo that. I tend to have a lot of FYI's and I have no idea what I acknowledged.
Ability to Add Middle Name Field between First and Last Name on the Person Summary Layout
The majority of our clients use their middle initial (or their full legal name) when they open an account, so having the ability to see the First, Middle, and Last names all together in the heading of the client summary card would be extremely helpful.
Clear dates from field
It seems like we aren't able to clear a date field once a date is entered. For example, if a client terminated 10 years ago, but has re-engaged with us, I'm not able to delete the previous "termination date" from their record, which affects the dashboard
Ability to Type Dates in Identification Section
It would be substantially faster to be able to type in the issue and expiry dates for IDs instead of having to click through the calendars.
Compliance Tab
My coworker and I were just talking and we would love if there was a Compliance tab. It would be great if it pulled data from across AdvisorEngine that we already have in addition to a few other pieces of information. Existing data that would be nice
Save Button at bottom of Opportunity
Having a second save button at the bottom of an opportunity would be nice. so after filling it in, I don't have to scroll back to the top to click it. It's a small thing, but after a while, it gets annoying.
Ability to Customize Client Record Page
When pulling up a client record, we would like the ability to customize which tiles display on the landing page for that record. For example, we need the ability to pin the Record Actions that shows the actual upcoming and completed actions for that client
Viewing All Contact Information From An Action
Be able to view all contact information (phone numbers, email, address) in addition to those that appear on the summary card when creating an Action from the Quick Create Menu - like desktop version. The desktop version listed all phone numbers, client
Alerts - Prospects
It would be great if there was a way to set up an alert for when a new prospect comes in. We are using web flows for new clients, and it would be helpful to get an alert/email when one comes in!
Paste image into an Action
We use Snag-it and it would be nice to paste an image in the Action box, instead of having to open a Document and paste the image within the document
Estate Planning Report
It would be great if you could add the existing Estate Planning report information to the Record Summary report as a selectable option.
Web Forms - Please Add More Fields
We like your webforms, especially because we use them internally to quickly enter information into the database. What we would REALLY like to see is the full compliment of fields to choose from, so we can make a really smooth onboarding form that our
Deceased - Gray out profile card
When the deceased box is checked, it would be wonderful if the person's card could be grayed out so that it's more obvious they are deceased. Also, if their name could be grayed out on the pop-up when searching or the view when looking at last 20 records,
ADD/FIX TEXT FORMATTING
Would like to be able to have more text formatting features within an action. In particular - line spacing options. Also, the numbering and bullet formatting is not user friendly. You can't have a sequence of numbers, letters and bullet points without
Add Record Relationship to Report Assistant as a filter and as a viewable column in the report output.
Please add Record Relationship fields into the Report Assistant. We need to be able to pull all clients with a CPA, Attorney, etc and we need to be able to see the record of all relationships tied to a particular record card. We need to be able to see
Hyperlink for actions
It would be helpful to be able to include a hyperlink referencing another action inside the action description box. For example, if you want to say, refer to action # ___ for more details or previous discussion, clicking a hyperlink would be extremely
Customizeable Web Forms
The new Web Forms feature is a great idea for onboarding, and wanted to suggest ideas for enhancing that tool. I would find it very helpful to customize forms which would automatically link to the client record for such purposes as updating professional
Request really- We are still hoping for a better document editor / email interface & capabilities
The app now used for emailing, lacks even the basic functionality of highlight and delete, such as when the subject line of the Action auto populates the subject field in the email. I realize that is somewhat logical, but when we are working off a sequence,
Can we get rid of the authentication email?
Every single day, often multiple times a day, we have to input login and password, answer a security question, and then wait for Advisor Engine to send an email with a code, grab that code and then input it in order to be able to access Advisor Engine.
Edit Address Type, Phone Type and Email Type from Household and Person Cards
I love that we're able to enter an address, phone number and email directly into the household and person cards. Can you please also give us the ability to choose and edit the type for each one of these...home, cell, business, etc. directly from the household
Client demographics tile in Dashboard: show number of clients not just Total Revenue
The x axis is Total Revenue, could you put the number of clients in the y/axis Client AUM Size bar, inside the purple bar like you have done on the Open opportunities – funnel tile? This way we would know the Total Revenue for clients in a certain AUM
Person 1/Person 2 Primary Email addresses
It would be nice if when we're using the "Email inc. additional emails" functionality, it would just automatically use the "primary" email addresses for Person 1 and Person 2 on a record. It's hard to remember (or, get everyone in the firm to remember)
Vonage Integration
My request is specific to Vonage VOIP phones, but the feature request would apply to any such system. It would be hugely helpful if AE offered the option to pull up a record card matching the Caller ID of an incoming call. This would put client information
Sticky Notes
Would love to be able to put something like sticky notes on my dashboard so I can remind myself of small things that maybe don't have to do with a particular client.
Reminder on Dashboard
We have some one-off client trade requests/restrictions that would be helpful to add to a Dashboard. We keep most of these noted in Reminders, so adding Reminder field to Dashboard tool would be helpful.
Being Able to Report on Additional Team Members in Actions Workspace
Being able to run a report in the actions grid to show additional team members would be a huge add. It seems like this is functionality that should exist, but it's not an option under reporting or to add to the grid.
Webforms Could Be So Much More Useful!
We are experimenting with using an Advisor Engine Webform on our company website as the link where new clients go to set up their initial profile. We love that the fields map directly to AE to set up a record. It saves our staff time. But, since this
Trigger Workflow from Opportunity/Insurance/Asset
Imagine the efficiency if workflows could be set with an automatic trigger tied to other things in AE, such as opportunities, insurance, or assets. For example, I add an Opportunity to a record and set the status as Open. I have an automatic workflow
Record Data Change Tool
Having the ability to make mass changes to all fields would be a huge benefit and make our lives a lot easier.
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