Dynamic fields in actions that can be pulled into documents templates
We utilize workflows heavily, is there a way to create dynamic fields within that we can link to document creation and our client service associates can run to automatically generate forms, insead of having to copy and paste data from the actions into
Promote to Record
I would love if when you promote Information Contacts to their own record that it would not be deleted from Record it originated from.
Within Service Monitor - Let the "Services Completed" Override the Action "Created" Date
This would greatly improve the functionality of the Service Monitor if you need to launch actions for meetings you had in the past to then properly dictate when you should have your next one. The attached file should help with my explanation but what
Editor Options
The Editor Group is currently an all or nothing feature. There are certain fields in a record, specifically Team Member Designations, we'd like to be able to lock down individually. Please consider adding this ability to a future release.
Digital notebook integration
We met with someone yesterday who had a reMarkable paper tablet. Apparently the tablet can convert hand written notes to typed notes. It would be nice to be able to take written notes in a meeting with a tablet and have those converted to text and added
Default font settings
Understanding that a few years ago, AE released an upgrade allowing users to customize fonts. I feel like it's too much now, as our workflows have become very messy and feel disorganized. Could font settings be established at the firm level, so that when
Email Alerts/Notifications
hello Our Compliance and Operations Department do not use Advisor Engine. In order for them to use Advisor Engine, they would have to receive an email notification that an Action was created for them. This would be a great feature to have per person or
Get an email for when an action is assigned to you
My company recently transitioned to JX cloud, and an employee recently had an idea to get an email every time you are assigned an action in Junxure. This would help with more communication and to make sure that nothing gets missed or falls through the
Record Template
Create a standard template for types of records (client, COI, etc) that can be copied to a new record (tags, categories, etc. copied to the new record).
Workflow - Enhance multi-step workflows
Multi-step workflows are not user friendly and leave a lot of room for user error. I recommend the following changes: 1. Multistep workflows should automatically pop-up when added so the user stating the action can input the required information. There
Column Chooser - Interests
We like to be able to sort records by interests and not have to go one by one in the quick search field. Currently there is no column chooser for interests.
Ability to Correct or Change the Record Linked to an Opportunity
When creating a new opportunity, we must link it to a record immediately. However, if the wrong record is selected, the only current option is to delete the entire opportunity and start over. We need the ability to easily edit or change the associated
Add Descriptions to All List Maintenance Items
List Maintenance items should include clear descriptions to prevent confusion between similar categories - for example, Action Category vs. Workflow Category. Additionally, Fee Schedule appears both as a List Maintenance item and a pre‑built UDF, but
Streamline Workflow Setup and Completion
Current workflows are very click‑intensive, both to configure and to execute. Reducing unnecessary clicks and providing more bulk or automated actions would significantly improve usability and efficiency for teams managing high task volume.
Ability to Include Commission Splits Within a Record
Many practices use shared compensation structures, and we need a clean way to reflect commission splits directly within a client or opportunity record. This would eliminate the need for off-platform tracking and greatly improve revenue accuracy across
Dashboard Enhancement: “Number of Clients by Advisor”
We need a dashboard tracker showing the number of clients assigned to each advisor, not just ADVISOR 1. This would make team oversight far easier and provide a more accurate representation of firm-wide workload distribution.
Dashboard Enhancement: “Accounts by Custodian”
A dashboard widget tracking the number of accounts by custodian would provide immediate insight into where our assets are held. This is especially valuable for multi‑custodian practices that need quick visibility without exporting data or running manual
Include IP Address on Web Form Submissions
It would be extremely helpful if each web form submission captured and displayed the submitter’s IP address. This added detail would allow firms to better validate form authenticity and reduce the likelihood of spam or fraudulent submissions.
Revenue - be able to report split commission
Currently, the revenue report is only looking at ADVISOR 1 and reporting the numbers in that manner. Unfortunately, we are a team that has split commission and therefore the revenue report doesn't reflect the numbers accurately at the practice level.
Automatic Email Notification on Alert Generation
When an alert is created based on FYI on Save or adding an action to a queue, an email would be generated for the selected users.
Spell check feature in Record Notes please
The basic functionality of Word, Outlook, and most online websites have a spellcheck feature built in. Even here, when typing the Description, it will pick up mis-spelled words The Notes tab does not. It's not earth shattering, but it certainly would
Meeting Notetaker Feedback
Would anyone currently using any of the meeting notetakers with the AE integration be willing to share some feedback on what you like/don't like about how the integration works (or the notetaker tools themsleves)? We are exploring Jump, Zeplyn, and Zocks
Make it possible to filter the all recurring actions grid to contain ONLY active recurring actions
I would like the option to be able to filter the Recurring Actions Definitions grid to include ONLY active recurring actions. The easiest way to make this possible might be to fix the filtering options for the "End" column. I know I can add the "End"
Make the Workflow/Record Actions Note Section Larger
The actual notes section in the record actions workflow has so much wasted space and the actual notes section, which is the most important data on the page, is only this tiny window. Sure you can remove the details to make it a tad bigger but that is
Link Two Previously Created Actions
It would be really great if we could link previously created actions together instead of creating a new action to add under the parent action. This way we can preserve emails and attached documents instead of having to go back to add them to the new action.
Filter with checkboxes instead of freehand type
When filtering records, I would like to have the option to "check off" the list items that I need, instead of freehand typing. For example, instead of writing in "Client" under record type filter, I could check off "client" and "Prospects" and "Client
Action Completion Restrictions
We wonder if it would be possible to restrict the ability for users to complete actions "as" other users via the drop-down menu on action completion? Right now, any user could go in and mark a task as completed by another user, and so we have no way for
Dictation Feature
It would be great if Junxure added a built in dictation feature.
Bulk Editing
Allow us to edit record information in bulk! We could upload a .csv file paired with the unique record ID to overwrite any existing fields. This would be SO MUCH easier than updating hundreds of records individually when a change needs to be made. This
Merge Multiple Actions
It would be helpful to be able to select multiple actions and use Tools to merge the actions into one workflow or add an existing action to existing workflow \.
AI Workflow Building
I saw a very cool demo last week where the salesperson was able to type in a verbal description of the process a service team needed (I think they used processing a check request as the example) and an AI program magically converted that into a workflow
Web Form udpates
A few updates that would enable us to use web forms: 1. Automatic notification to a selected person or team when a webform is submitted 2. CAPTCHA or other verification tool 3. Ability to edit and add custom fields to the form
Action & Note Formatting
It would be great if we could format single or double spacing in our actions or Notes. Right now when adding new text the the Notes, it defaults to double spacing, which is not ideal.
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
Integration with RingCentral
Would love an integration with RingCentral. "The RingCentral Connect Platform offers a family of cloud APIs and SDKs that provides developers direct access to voice, SMS, fax, account configuration, and communications data. Designed for scale, availability
Relationship to Record doesn't populate to Relationships Grid
When you create a new record, there is the option to link to an existing individual. This is great for avoiding duplicate persons for situations where the same person has multiple roles in different entities. When you do this, you are prompted to select
More automations / auto-fill areas
It would be great to see the ability to have certain information auto-fill. It is timing consuming to enter in the same information in multiple areas on a record. Our firm is looking for time savers. Once we enter in client's first name, last name and
JumpAI - Workflows vs Actions
It would be awesome if users could select from a dropdown list select the workflow they would like to utilize when sending Notes from Jump to A/E. Each Item will require a different Actions. Example Meeting Notes, Distributions, Etc. Or have the ability
Please add the column chooser "Assigned to" in the workflow manager
I can see which one of my recurring workflows / templates are on deck, but I cannot see who they've been assigned to. It is not a choice in the column chooser. That would be better than having to open every single one to see who they are assigned to in
Mass Email - Be able to see "Dear" and the number being sent
I am using a template where I have "Dear" and would love to personalize it for each contact. I understand that I can only do this at the "record" level, so if Bob and Jane have 2 separate emails, there email will say "Dear Bob and Jane" instead of "Dear
Next Page