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.
Enhancement to Action Data Change Tool
The Action Data Change Tool has been helpful for us in some situations and I wanted to pass along a couple enhancement ideas for this tool, which would make it even more valuable for us. 1. Include the ability to change the due date for multiple actions
Making Informational Contacts into regular records
We have had a few informational contacts become clients of ours and instead of having to re-enter all of their information again when creating the record, it would be great if there was a way to convert or transfer the informational contact into a regular
Informational Contacts becoming Clients
In desktop, when an Informational Contact because a client (or prospect) there was an option to make a record for them by just clicking the button. That option is now gone in Cloud. We have many children of clients that become clients, but now I have
Global Complete, Change due date and Delete of Actions on the Record
It would be such a time saver if I could check several actions with a checkbox and either mark them as complete, change the due dates of the workflow by editing the anchor date or delete them if they don't apply. For example, When preparing for a Client
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
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