Birthday Report
I would like to suggest that the ability to select which Record fields display on the Pre-Formatted Birthday Report be available as an item to add prior to running and printing the report. This would be similar to how the options appear when running a
AUM by Advisor Dashboard Card
It would be nice if this dashboard card allowed for customization. Ie. pull Advisor 2 instead of just Advisor 1. Or perhaps if we wanted to see AUM by CSR. Please make this dashboard functional for us!
New Record Layout Custom Fields
In the Old Record Layout, we can select edit and tab through each custom field to update, in the New Record Layout we must select edit for each individual custom field. For efficiency, is it possible to edit multiple custom fields without having to select
Dashboards
You should be able to Dashboard any metric in the system, not ones you think are a good idea. Add functionality to dashboard ANY custom report that has been built....
Email link to Outlook instead of Email Correspondent assistant
When I click on the record or contact's email. I would prefer to have a setting to allow me to open a new email directly in Outlook instead of being taken to the Email Correspondent Assistant. As a setting, it would give users the ability to keep using
Wrap Text with Grid columns
We have some fields that are long and some that are short and adjust the width to accommodate the many fields we need on a grid. The problem is that we cannot read the field name anymore. I have two possible solutions for this problem: 1. Wrap Text (like
Drop Down vs. Filter
It would be nice to have drop down option instead of filter option when creating grids. This would also help when clean up is needed.
Record Report Customization
In the Record, Tools menu, Reports, Record Summary Report, I want to be able to save a template of boxes selected so that we can select that version of the Record Summary Report each time, rather than having to go in and click each box again when running
Workflow Fonts
There should be an option to globally set a different font system. for the system. My old eyes can not read 10pt font. Are you kidding? LOL
Opportunity - Add a Next follow up date
When managing our biz development pipeline and looking at it in the grid, it would be great to have a field within the opportunity called "next follow up date" above or below the "next step". This way, when in grid mode, I can sort by this "next follow
Wrap Text in grid view
Is there a way to set All/None/Select columns to Wrap Text? In my grids, some columns like Action Note and Asset Name will wrap text when the column is too narrow. Action Subject and Record Name add ... and hide any following characters if the column
Master Account Field - convert to list Drop-down
We recently converted to AdvisorEngine from Junxure desktop and have come to realize that the Master Account field (which we use for all of our Schwab accounts) is now a text field and not a list drop-down. We currently have 16 different existing masters
Search FYIs
Is there any way an employee can search for their FYIs as previously done in Junxure desktop?
Dashboard Filter by Advisor
Would be very helpful if we are able to filter actions, opportunities or client cards by advisor on record or possibly even groups.
Dashboard cards - Export to CSV
Would be very helpful if we could export the report in any of the dashboard cards to CSV.
Email addresses of employees do not auto populate
Since AE is connected to Outlook, and employees' emails are in the system in User Profiles, why can't the email addresses of employees auto populate the "To:" field, like it used to in JD? When I am sending an email to a client, and need to CC several
CRM Documents - Preview instead of Download
With all of the documents that we upload to remain compliant, sometimes we just need to review them without downloading. Please add a file viewer or pre-viewer. At least let us open Adobe PDF files in preview mode without having to download the document
Please add the choice of using a serif font family like Merriweather
AE uses a free google font set called Mulish- it is san serif. It is file type woff2. Google has several other free font families that are compatible, ie the same format, and are used for cloud and web based programs. Serif fonts get rid of any confusion
Visual Indicator or Report for Identifying Service Monitors that are Disconnected from Original Mapping
It would be really helpful if there was a visual indicator or a report that we could generate that would tell us which records have service monitors that have been customized on the record level and have subsequently become disconnected from their original
Advent/Axys Import Cost Basis Data
Currently, cost basis information is not supported in the asset import from Advent/Axys. It would be incredibly helpful if this data can be included in the import.
Having "Company Name" option added when creating a business/entity record
When creating a record for an entity/business, it would be nice to have an option to click that it is a company or business under the "Basic Person Information" tab. Currently we are having to put the company name in the "first name" field and adding
Client Anniversary List
It would be really nice if you could come up with a Client Anniversary list just like the Birthday List. Seems that would be super easy to do by just taking the info from a different field.
Allow search for account number
On the old Junxure Desktop I could select to search for the account number on the main page. With the new one, I have to go into Assets and use the filter feature to search for an account to find which record the account belongs to. This comes up a lot
More In-law relationship inputs
There is father, mother, and son in laws, but no other in-law relationships?
Add Global Email Report
We had Global Email Report available in Junxure desktop and used for Compliance purposes.
Integration Request for eMoney
it would be nice to share data and between Junxure and eMoney for planning purposes
Action Reports as Formatted in CRM
It would be great to have the report generated when printing an action include any formatting that is in the action.
More than two related records...
It would be great to be able to link more than two individuals to a record. Many households have dependents, and businesses have multiple contacts or employees...
Merge actions
It would be nice to add a feature within AE CRM to merge two unrelated actions into a specific existing action. Thanks!
Putting images in action items
Hello, we used to be able to paste an image directly into an action item in JX desktop (Like from snip tool), but this functionality looks like it is no longer available. Could this be added back in? It looks like some people have already requested this
Ability to link cloud storage documents to Junxure Cloud estate/tax/insurance entries.
Currently, only documents stored in the Junxure Documents workspace can be linked to an action/record/other data entry. The ability to link documents stored via a cloud storage provider would be useful i.e. if you had a document in ShareFile and had the
Integration with FMG Suite
I would love to see an integration with FMG suite. So we can manage our email distribution lists we use in FMG suite for Marketing. We already use Constant Contact but FMG offers a unique marketing program we can not do with Constant Contact. Thank
Company Name Not Appearing in Persons 1&2 Cards
In the old and new record layouts, the company name is not appearing in the addresses for Persons 1 & 2. Please have this fixed.
View Adv 1, Adv 2, CSR
Since the last update, when in an open action you cannot see who is Adv 1, Adv 2 or CSR where they should be toward the top of the page. Please advise or update so this information is visible when in an action. Thank you.
Tags in New Record Layout
The tags in the new layout, on the household summary only show about 8 characters. We would appreciate it if these tags show more characters so they are useful without having to click into the list of tags. The majority of our tags are longer and it's
Estate Planning Record Report Enhancement
The Estate Planning Report prints the documents in no logical order. The documents aren't printed in alphabetical order, nor are they grouped by person or type. The information within the Estate Planning tab are sorted alphabetically, then by type, then
VOTES PLEASE - ALL Fields Reportable and usable in Dashboards
Simply make ALL data fields reportable. In order for us to use the data we put into Junxure, it must be available as a Data Field Column on the appropriate dashboard. If you look down through all of the Ideas, you'll see that a LOT of them are different
1 Click Shortcut Button to Add A Conversation Record
Please create, or give the user the ability to create, a 1 click shortcut button to add a conversation record rather than the multiple steps it takes now. Click the button and the conversation record pops up.
Create Shortcut button to start / open a new conversation record
Create (or give the user the ability to create it for themselves) a 1 step shortcut button to start a conversation record - like desktop Junxure. Click 1 button and new conversation record window pops up. In Junxure CRM takes several steps to get a new
User Interface too clunky/not flexible
While in a workflow task, I shrunk my window so I could put two windows side by side (I have an extra wide monitor). This caused the 'notes' box to get shrunk so small it's hard to see and add text in. I was able to make it bigger with the help from your
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