Add Estate Planning when you are not part of the editor group
We had to change the editor groups in response to an SEC deficiency letter around e-signatures and putting proper checks and balances in place to ensure no bad actors were swapping email/phone to sign documents on behalf of clients. We weren’t doing this,
User Defined Field linked to Record card
Currently the "Last Meeting" field on the client's Record card is updated when I enter a new action with the Type "Client Meeting" selected. It would be very helpful if we could link other action "Types" to User Defined Fields. For example, if we use
Record Configuration
Thank you for all the awesome updates! As the Administrator it would be great if I could create a view and push it to specific users. Perhaps we could select by user or department
Workflow Setup Column wanted
In the Workflow setup screen, it would be phenomenal if the ability to have the assigned listed as a column in the table. Allowing us to filter to specific assignees.
Alerts/Reminders Issue Within Actions
When going into an action from our actions list, I have noticed that if something was put in the old system under "Alerts" that it will show up on the screen above the action. However, if something was added to the new layout under "Reminders" this does
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
Navigation Feature Move Request
I was wondering if we could customize the Navigation Feature to move from the left side to the right side. Using dual screens and prefer to have AdvisorEngine on the right screen but every time I mouse over the Navigation Feature will pop open and currently
Default Font Size
It would be nice if you could set at the database level a default font size for anything you type in an action. The system always defaults to size 9 font and I always find myself changing this so the font appears larger. Thanks!
Hanging search box
Can you please make it so that the search box doesn't remain hanging and therefore blocking the text behind it? Thank you!
Tab function in actions
The tab function only seems to work when using bullets in actions. It also changes the bullet type. I understand I can highlight a line then indent using the indent key but it would be helpful to be to use the keyboard 'Tab' function.
Vacation date field
Please bring this back with the alert the way it was with desktop.
Overall legibility of Junxure
Coming from Junxure Desktop, Junxure Cloud is much less user friendly when it comes to overall view. I find I have to constantly zoom in and out, depending on which screen I am on, to be able to see and work effectively. This is a much less efficient
White Space Between Rows in Action Text Box
Can the white space between the rows in Action text boxes be decreased? It's a waste of precious space in the Action. Thank you for your consideration.
Saving Templates
When you go into a Template and add a column to it, and you want to Save this new template, it brings up the first named Template to save it to instead of the one you chose and are working in. It is too easy to over write that first template. Very frustrating.
Improve functionality of 'Sort' function in the Records workspace
I LOVE the feature of being able to sort various fields within the records workspace (such as client segment). However, I was just doing a demo for my team - we are newer users w-in cloud - and discovered it's not as user friendly as one might hope. I
Go to actions space when adding workflow
In the new layout, if I add a new workflow from the summary page, I then have to navigate to the action/workflow space within the record to get to the workflow that I just launched so that I can edit the first action, etc. Would like this to be faster,
Fix Highlight Colors (Back to How They Were)
The color options for highlighting text are not bright enough to draw one's eye like the old color palette was. For example, the yellow I just used in this message is no longer available in the new, updated look. Please put it back to how it was.
Reminders and FYIs - Ugh
So this is one of the biggest beefs we have switching from Desktop to Cloud. If we "FYI on Save," then everyone gets an FYI even for the smallest change, whether we want to issue an FYI or not. What's worse, we don't have "Reminder" Alerts like we did
Add a Feature That Does not Override Calendar Reminders
When creating a new appointment, Outlook sets a default reminder of 15 minutes. It is possible to disable this in your desktop app, but the CRM is bound by 3rd party permissions and settings so the default can override since the calendar connection is
Recovery for accidentally deleted items
You've seen it happen. The Download button is a mere millimeter above the Delete button and - whoomp- there it goes. We need a way to recover those documents that are accidentally deleted. Pretty please :)
Search option in Alerts
It would be nice if I could have the option to search for a client and see what FYIs/Alerts I have. I tend to have a ton of alerts and if I'm looking for a specific client it would be easier then searching each page and scrolling down until I find i
Time Spent on Client Record
Can we have a summary of time spent YTD and over the last year right on the client record?
Photo for household record
The photo feature for Person1 and Person2 is fantastic! Can this feature be expanded to include the Household record? Not highly important, but nice to have a pic of the kids/family that clients send since this is becoming more and more prevelent on a
Bulk Reassign Templates to position, not just user.
We can currently bulk reassign actions from one user to another user. In this same area, we can do this with the workflow templates as well. (Your support team didn't know this) Would be awesome if positions could be added to this list to select from.
Wedding Anniversary
Love having the Wedding Anniversary on the Summary tab, wonder if it could be on the Record Summary when there is availability of more than 15 fields. Currently being on Person 1 and Person 2 there are two fields to enter the one date that is the same
Record Design Idea - Move Classifications and Tags to a Widget
Please see attached picture below. I think a new widget for Classifications and Tags would clean up the record card and eliminate the wasted unused space (yellow highlighted area) on the contact cards for a tighter cleaner look. Also moving Integrations
Option to put Reminders into Actions
It would be cool to have a check box when making a reminder to put it into Actions. It could assist with note-taking, where you just want to jot down something quick and have a record of it in Actions. You could design it so the first x number of characters
Linked Addresses
How can I tell if an address is linked? Can addresses be linked between records? For example, a business is our client and many of their employees are also our personal clients. Can the business address be linked so that if it is changed it will also
Add Team Members to Column Chooser for Actions List
Currently you can add Team Members to the Column Chooser when viewing Records, however, they are not an option when viewing Actions. Please update so can add Team Members to Column Chooser when pulling Actions.
Record Primary and Additional Email Addresses
The Summary Record Card only indicates the Primary Email Address for the Record. It would be helpful to see the Additional Email for the Record from the Summary page. It would also be helpful if we could use both the Primary and Additional Record Email
Correspondence Editor
I would love to see some updates to the Correspondence Editor. Every time I do a mail merge I have to spend hours tweaking it correctly once it's merged to Word. When its just one letter it's not bad but for a mail merge of 300 or 400 letters its not
Moving Action from within a Workflow
The ability to move a single action from a (sometimes incorrect) workflow to the proper place - without moving the entire workflow - would be very useful.
Failed, Cancelled or Completed
We need an option to mark an action Failed or Cancelled instead of completed. There are times when we decide not to do an action or a client fails to do an action and we would like to be able to mark it failed or cancelled. It does not make sense to mark
Rename Folder
Hi, it would be really awesome if we has the ability to rename folders and subfolders. Names and items are changing all the time and it is really inconvenient to have to remove all of the documents to delete the folder to recreate a folder with a different
Age Reminder Report / Action / Email Digest
When a client hits a certain age milestone such as reaching Medicare, RMD, or UTMA(18) age it would be nice for the system to generate a reminder/action. It would be great to have a report that could be run showing a digest of the information. Maybe the
What happened to the "Birthday List" checkbox?
It seems to have disappeared with the updates. I tried to find it to add it back to the record card, but don't see anything like it. Are all birthdays automatically on the list now?
Change Redirect from Actions to New Workflow View
Please, Please, Please save me from making so many clicks.... When I click on an Action on the "My Pending Actions" or "My Past Due and Due Today Actions" Grids it directs me to the Workflow which is not part of the Record and the Record/Contact tiles
Filter By Date should include a Todays Date Button/link
It would save me time when I pull up a Grid with a Date Column such as "Date Completed" in actions to quickly select today's date or set it permanently for Today's Date. I want to see Actions Completed as of today by my team members, so I have to set
Macro Function
Can you offer a Macro button functionality where a macro can remember my clicks so rather than relearn Junxure every time, I can record a macro to remember the clicks for me?
Copying from Email template
Contents in e-mails templates cannot be copied and pasted into Outlook e-mails. Please make this work. Thank you!
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