"Does not Contain" grid column filter
I'm pretty knew to JC, but I've already come across multiple instances where I want to filter a grid column for everything that does NOT contain a particular word--a "Does not Contain" filter option (exactly opposite of the "Contains" filter option).
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?
Linking Actions to Make them Related Actions
We use Related Actions a lot. For example, we use the meeting note as a "Parent" and all of the "Child" notes contain follow up. Sometimes, there are two Actions that are "unrelated", but I'd like to link them together to make them related. Is there a
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
Cntl+J/timestamp formating
Greetings, It would be great if as a firm and at the individual login level, we could adjust the formatting around the 'Cntl+J' function. We would prefer it not to go on a separate line. To have the ability to customize font and color of each user's Cntl+J
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
Holistiplan Integration
Are there plans to integrate Holistiplan with AdvisorEngine CRM? Holistiplan is a relatively new tax return review software which currently integrates with Wealthbox and Redtail. My firm uses Holistiplan and would like the ability to import client tax
Relationships - Age
Would be nice to see the age of each Relationship in the grid, not just DOB. Otherwise, I need to open five different tabs.
Font Options
In the Notes section of an action, it would be nice if we can change the font. Currently you can only change the size, underline, etc. But if I want times new roman vs calibri, for example, I cannot do that. Thanks1
Ability to Attach Documents to Workflow Templates
When building a workflow template, we currently do not have the option to attach a document. It would be nice to have this feature added.
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.
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
Attachments to email templates
Currently, when creating an email template, the feature to add any documents/attachments is unavailable. When sending emails to clients that hold the same content (such as onboarding or a welcome email), it cuts a lot of time to be able to attach documents
Make all text in action note searchable
Currently when you use the search box (or advanced search) on any action grid, only the first 500 characters of the note field are included in the search. This should be expanded to include the entirety of the note field.
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
O365/Sharepoint Document Integration
Please consider building out an integration with Office365/Sharepoint that would allow our documents to be stored and accessible on our Sharepoint Online site while viewable in the client record in JxCloud. Working with documents in JxCloud is clunky.
Completed, Canceled or Failed
It would be great to have the option to not only mark an action Completed, but instead canceled or failed. Sometimes the client fails to complete the action and it would be nice to mark this action as Failed. And sometimes the client decided to cancel
PreciseFP Integration
We utilize PreciseFP to gather data on prospects and clients. We would like to see a bi-directional integration that allows us to import and export client/prospect data. With this integration, we would want the ability to obtain new client data and to
Action Note formatting
When you enter notes in the "body" of the action, there is the ability to use bullets and all things to draw the attention to someone of what is important. Please make it so the formatting sticks when you are reviewing all actions for the client. Currently,
Record Summary and Workflow on ONE screen
My main job is to process business and most of my directions come from action workflows. The information I then need is from the record summary. This re-design has CREATED MORE STEPS. I can no longer see the record summary information while having an
Anniversary Field
It would be nice to have an Wedding Anniversary Field added to the Record's expanded area. With a calculation of years married like the Age field and a report like the birthday report of upcoming wedding anniversaries. Also a field calculation of "Yrs
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.
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
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,
Please make the default dropdown of filters to be "contains" not "is equal to"
In Grids, please make the default dropdown of filters to be "contains" not "is equal to". It is rare to search under "is equal to", so it would save a couple clicks if the search defaulted to "contains". Thank you!
Font Size - set default size and enable global change
Would it be possible to change the default font size? And even better, would it also be possible to globally change all workflows font sizes too?
Make Document Storage work like Windows File Explorer
PROBLEM: Junxure document storage system is extremely slow by design and requires so many extra steps to accomplish the same thing that windows file explorer accomplishes in one click. Examples: 1. editing documents in microsoft office products requires
Allow email links to function like normal mailto links
Elsewhere on the web, when an email address is made into a clickable link, the browser knows to open that link using the default email program on the system (e.g. Outlook). So I'd click john@doe.com and my system would open Outlook with a new message
Client Anniversary Field
Change the "date became client", to "client anniversary", and have the number of years calculated, the way Age appears. I believe this is how it appeared in the desktop version.
Automatically Save Changes
It would be great if the system automatically saved when changes are made (like it did in JXR desktop). Alternatively, if you cannot auto save it would be helpful if the prompt box had the "YES" button in the same location each time. For instance, when
Add checkboxes/lists in workflows
A lot of times, there isn't a need to add a lot of actions in a workflow and a simple list that can be checked off would suffice. It'd be great if we could create a functional list as a workflow item instead of just the text box.
Checkboxes in Actions
I think it would be really beneficial to add clickable check boxes into actions. We use our actions to help our employees follow specific step by step processes for different tasks. If we had clickable check boxes, then they would be able to click the
Assign more than one user to an action
We would like to have a feature created so that when someone is putting in an action, they can assign it to multiple people instead of just one user.
Two-Factor Authentication 2FA Numeric Passcode
Currently, Junxure 2FA passcodes come in an alpha-numeric format.This can make characters difficult to distinguish from one another when they look similar (Homoglyphs). This is most notable with the characters 0,o,O and I,l (Capital i and lowercase L).
Integration Request for eMoney
it would be nice to share data and between Junxure and eMoney for planning purposes
Multi Factor Authentication
I would like to see another option for multi factor authentication. Text message codes are not the most secure and I strive to keep our data as secure as possible.
Associate Deceased checkbox with Birthday list checkbox
We have noticed that when we mark someone as "Deceased" in Advisor Engine, it does not uncheck the "Birthday List" option as well. I think that when you uncheck the Deceased, it should uncheck the birthday list box as well so we do not accidentally continue
Expand Options for Customization of Fields
We have leaned heavily on the User Defined Fields to track information that isn't native to the system. It's starting to look like a junk drawer as many of the fields don't relate. We'd like the ability to better organize these fields; we could either
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
Attaching documents to templates
We discovered in moving from Desktop to the Cloud version that the ability to attach documents to templates has now disappeared. This is very inconvenient and inefficient. Please bring back the ability to attach documents to all templates. Thank you!
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