Changing Due Dates
It would be nice to select multiple actions and change the due date for all of them. Currently have to change one at a time. Currently not an option under the Action Data Change Tool. Thanks, Brent
Change Action Due Date for Multiple Actions
I would like the ability to select multiple actions in grid and change all of them to a new Due Date. Currently have to change each action individually. Thanks, Brent
Bulk Change Due Date Feature
Hello! It would be incredibly helpful and efficient if one was able to select mulitple actions (as currently possible) and then choose a command such as "change due date" to bulk change due dates for multiple actions. Thanks for the consideration! Best,
Allow multiple actions to be moved simultaneously
Allow box in actions to be checked and then have all checked boxes moved to another dater instead of having to do them one at a time.
Bulk Edit Due Date
Add an option under tools to move any designated actions that has had an "x" placed in he box to be moved to a future date in bulk instead of having to do it one by one.
Mass Action Due Date Change
Do we have the capability to change actions in mass for a different due date? Everything I've researched only shows action tag, category, completion, and assigned to. Thanks!
Mass Actions Update
Allow users the option to change the due date for many actions at once. Example: A user has 5 Actions in pending on Friday that they need to move to a Monday due date.
Updated Record Email
We are constantly having to pull reports for email address to add to our email system since Advisor Engine doesn't integrate and auto update any new additions or changes. Having a way to pull only recently updated/changed/newly added emails instead of
Documents filing
In the instance when documents are misfiled, a simple way to move them between records directly would be great. Individually exporting to a local drive, adding back the document name and then re-import properly to CRM is cumbersome. This is especially
Reports - maximum of 200 cleints at a time
We regularly run reports from the Reports drop down menu for printing to pdf and it is VERY frustrating to only be able to pull 200 clients at a time. As an advisory firm with more than $1Billion under management we most certainly have more than 200 clients
Sharefile Docs Linking to Actions
It would be a HUGE time saver if we could link our Sharefile docs directly to AE actions without having to upload the docs to AE CRM doc storage. It seems counterintuitive to store docs in multiple places. Thanks! Robin Decker FMN, Inc. 949-455-0300
Email Notifications
Be notified via email when a note is made on a to-do assigned to you.
Opportunity Type Dependencies
It would be amazing to have opportunity statuses that were dependent on the opportunity type. Often there can be a different process depending on the opportunity type.
Workflow Nav Window Expand
It would be great in the Workflow Setup module, if you could widen the navigation pane that shows all the steps so you can read all descriptions and see all steps.
Text Message
Allowing us to send text message reminders to clients about upcoming appointments. Have these messages recorded in the Workflow section in the client profile.
Add formatting options to the Notes field
Please add formatting options to the Notes field. Indent, bold, italic, etc. This could probably appy to other sections as well. I even tried to put in leading spaces for an indentation, but they 'collapsed' upon saving. also: minor cosmetic issue - the
Entering Phone Numbers
It would be terrific if the phone numbers in the client record worked like the addresses below, with the ability to "Link to existing". With addresses it is also visually clearer which addresses go to the household, Client 1, and Client 2. We are finding
Skip Recurring Actions
I would love to have the ability to skip recurring actions. For example, if I have a recurring action that's supposed to pop up every month on the 5th, but I happen to get it done ahead of time (either because I had extra time, the client happened to
Service Monitor - Linked Services
It would be awesome to have one service kick off after the completion of another. For instance, a workflow for a client is finished, and another service of a workflow to start six months later kicks in automatically. Right now, the first workflow needs
My Pending Actions - Set the Grid to Not Change When You Use a Different Actions Grid
When you go to Actions and choose a grid, and then navigate back to My Pending Actions, the pending actions grid inherits the characteristics of the last grid you used in Actions. The My Pending Actions area should only change if you make a change in
Annuity Tab In the Record
Please would like you to revisit the "tab" for annuities. This type of tracking for clients is now more important than ever. Attached are the "boxes" we would like and yes every one has meaning. One tab not included is "contingent beneficiary(s)".
Make Insured & Owner Selectable, in addition to Fillable
When adding insurance information, the Insured, Owner, Agent, and Beneficiary should all be selectable from record/person cards within AE.
Reporting Dates by Month instead of Full Date
I need to be able to run reports on Policy Dates, but I need to exclude the year. I see that this is possible with the birthday report. Can you allow reporting on dates by just month, please?
Be able to customize the fields certain groups can edit
We have a group within our firm that doesn't have the ability to edit records, but it would be helpful if we could pick and choose which fields that group could edit/not edit, instead of all or nothing. Example: they could add an informational contact,
Person Summary Card - Contact Info
It would be really helpful to be able to see all contact info (more than one phone number or email) from the summary card. I know you can only add 15 options, but we would like to use the options Phone 1, Phone 2, etc or Mobile Phone, Home Phone, et
Linking a Outlook Appointment to Advisor Engine Calendar (Drop down calendar)
When our firm links a Outlook appointment to the Advisor Engine calendar to get the action into the record it is very cumbersome when using the Advisor Engine calendar. When scheduling a meeting 6 or 12 months out we need to individually click from month
Prospect Intake API
The new prospect webforms are great to see, but unfortunately as an iframe they just don't integrate cleanly into the look and feel of our website. I'd love to see an API available that would function similarly, even if it's just a simple webhook that
Dark Mode- easier on eyes
A lot of systems and apps (ie: outlook) have a "dark mode" option to make the background darker and easier on our eyes since we sit in front of computers all day. Please look into a setting option to turn this on/off per user preference.
Double-click on a document to open it
Make it so you can simply double-click on a document to open it (rather than 3 dot->download file) as this is much more common procedure and eliminates one click to make the experience more streamlined. ---- In general, I feel AdvisorEngine should do
Add Pickleball as an "Interest" choice in Profile
Please add Pickleball as an "Interest" choice in Profile.
Bulk emails to just Person 2
Hi, Can you please add some type of functionality that makes it possible to send a bulk email just to those in the Person 2 slot on a record? There are situations like RMDs where I might want to send a bulk email to folks and the email I'm sending doesn't
Attach and email Sharefile documents from workflows
Would be very beneficial to have the ability to email sharefile documents from workflow/email templates.
Copy Recurring workflow to other contacts (and print recurring workflows!)
Would be great to be able to copy a recurring workflow to another record and also to be able to print a recurring workflow.
Multiple Tab Labels
Is it possible to have the Tab list the Record Name? Ex: I usually have around 9 tabs open at any given time but they all say "Record Details / Junxure Cloud". Is it possible that the tab would reflect which Record is on that tab? I find myself clicking
Record Names on Tabs
Right now, each of the 7 "tabs" I am working with says "Household I Advisor Engine" - wouldn't it be MAGICAL if each tab could reflect the Record Name of each client open on that tab? It would be like having your own stable of easily identifiable unicorns
New Workflow Disappears When Trying to Send Email
When you create a new Workflow - and then try to "Send Email" from inside that Workflow before saving it, the workflow disappears entirely and needs to be recreated. Suggestion: give the option to Save the workflow, same as you would if trying to send
Mail Chimp
Please add Mail Chimp to Integrations
Zapier Integration
It would be great if Junxure developed an integration with Zapier. https://platform.zapier.com/partners/lifecycle-planning
Update the FYI feature
Please consider updating the FYI feature to function more like it did in desktop. It is so difficult for us to know whether we have sent a new FYI to a team member. We don't usually want to FYI on save, because we don't want to FYI everyone who was initially
Mobile App or Phone website version update
I enjoy the website version very much of Advisor Engine/Junxure. But would much appreciate a mobile phone app or an update to the website version via Mobile. When on the road, I am very limited to what I can access to our CRM and the client record. I
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