Record tags
When editing record tags, it would be helpful to see the entire name of the tag. Currently it shows "ACC. TYPE..." so, for example, you have to remember if it's the 3rd one, 4th one, etc.
Service Monitor Meeting Frequency Fix
When I go in to override the meeting frequency from 1 meeting per year to 2, the "Next Due" remains the same. The monitor should go back to the last meeting and calculate from there. This is not the case - please fix. Thanks!
Classification and Tages - Ease of View
Classifications and Tags were much easier to view and follow in the previous AE version. Please restore this format option. Linda Rachel Guardian Capital Group
Record Tags
It would be great to have an option in using Record Tags that we could order the tags in order of importance to our firm. You did this for Custom User Fields, why can't the same idea be set up for the Record Tag. Also, when the New Record Layout, fewer
Ability to Expand the Summary Window in Workflow Setup
Some of our workflows are lengthy - It would be great to be able to expand the summary window so we can reorder tasks/actions if needed:
Defauilt Font for Emails
Please create an option where we can select from the fonts available in the email editor so that any one of them could be the default font.
Open first action in workflow upon creation
This may already be possible and I just don't know how to do it... It would be really cool and super helpful if you are creating a new workflow, after you hit Add Workflow Steps, that the first action in the workflow would automatically open on your screen.
Hiding Deceased Spouse at Record Level
Our firm would love if we could have the ability to 'Hide' a deceased spouse at the record level with the click of a button. We review contact information with our clients on Junxure and we believe this would be a great upgrade to be able to be sensitive
Change the folder icon to show if there is anything in it
Change the folder icon under documents to distinguish between folders that are empty and ones that contain documents or subfolders.
Delete Grid Templates
It would be great if the admin user(s) could delete Grid Templates created by other users. We have a TON of grid templates, most of them created by users who are no longer with the firm, so we have no way to delete the old templates, and they just clog
EXPORT OF ESTATE PLANNING DATA
We need a way to export all the estate planning data to a file en masse, or at least a way to run a report that shows all this data in one place. Currently it appears the only way to get to this data is in each record, one at a time. No way to filter,
Alphabetize Record Tags
It is very difficult to see the record tags as they are currently displayed. If you are unable to expand the record tag to display fully, can you please default to have the record tags alphabetized so it is easier to locate the tag you are looking for?
Web Form Customizability
The idea is to develop a customized Web Form for potential clients, enabling seamless data synchronization with the AE 'Prospects' tab. While the existing AE Web Form can only accommodate generic information, the proposal aims to incorporate specific
Dark Mode
Suggestion: It would be good to have an option for dark mode.
Adding Labels To Record Card Level
When at the home page of a record, and looking at the record cards, labels do not appear to show who the phone number and email address belongs to. When you dig in and go into contact information the labels show; I believe it would be a nice improvement
Meeting Monitor Report on Dashboard
It would be great to have the Meeting Monitor Report on a card on the Dashboard. Thank you!
Reminders
Please add Reminder settings to actions ASAP. It is very hard to keep up with my daily work without being able to set up reminders for myself. I've reverted to handwritten lists which is more work and the opposite of what enhancing technology should provide.
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
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