Last Contact Report - run for more than 200 clients at a time
Our firm runs a quarterly last contact report for all of our clients at the firm; we currently have 1,100 clients. The "Last Contact" report in Junxure Cloud can only be run for 200 clients at a time. This means that we have to run the same report 6 different
Email signature file in force
We utilize the signature set up in e-mails. However, once a file is selected and you save it, it does not show in the Email Signature Setup screen. Can you change it so that it shows the file currently in use?
Remove 500 Characters Limit when Searching text in Actions
We take extensive meeting notes and it would be ideal if there is no character limit when searching for actions for the specified text.
Wrap Text in Actions Grid - Master Action Subject
Could we please have the text wrap in the Record Actions Grid - Master Subject column? Just like it is in the Action Subject column? Thank you!
Relationship Workspace - correspond en masse
PLEASE add the ability to start a correspondence based on a filtered criteria in the 'relationships to a record' space within the Records Workspace. Would be nice to be able to, for example, send an e-mail to all people listed as the 'accountant' relationship
End of Employment
In the employer section, the only option for an employee leaving is retirement. When an employee leaves, but isnt retiring, what should we do? Can we change it to Date Left?
Person #2 Birthdays in Outlook
I just realized that all of our clients' birthdays are not being recorded in Outlook (we use the add-in). I realize that AE is a third party, but it would be so helpful for us to see everyone's birthdays on our company-wide calendar. If this isn't possible,
Orion Unattended Asset Import (And More Orion Ideas)
Please consider changing the time (or allowing us to pick the time) that the Orion unattended asset import runs. Currently it runs automatically at 3AM EST, which is before Orion has finished scrubbing our data. Orion's data recon deadline is 7AM. What
Record Summary Card Updates
When you enter new client households, the format is last name, - (first name of first client entered) & (first name of the second client entered). We discovered that if you later change the order of the clients listed, it will not update in the household
Document Accessibility
We recently moved from Desktop to Cloud and have found dealing with documents to be rather cumbersome. In Desktop, all Junxure related documents were saved and easily accessible on a network drive. All you had to do was click or open a file to see and
Email Groups
I understand that Junxure Cloud does not integrate with Outlook which is unfortunate for the many areas of functionality lost. One example is sending an e-mail to a group versus the client on record. Our company has it's own Junxure record and there are
Deleting e-mails from actions
I utilized the Move/Copy feature in the Workflow/Action section of the program to copy an older action. However, when I did that, there were items I needed to change to make relevant to my new action. One of the things needing to be changed were the e-mails
Schwab Information\Integration
We are integrating with Schwab and it is great to see all the information populated in the Custodial Data section for an asset. It would be even better if all the Additional Information was populated from the Schwab site (trustees, beneficiary information,
Document Delivery Preference Button
It would be helpful to have an option to indicate how our clients prefer to receive paperwork/documents (i.e. paper versus electronic delivery). Is this something that could be added to the basic info area in addition to the communication preference option.
"Today's Date" in the Calendar Pop Up
Would it be possible to add a "Today's Date" in the calendar that pops up when you are selecting a date in Junxure? When I am updating the Assets information, often times, it has been about a year since my last update. When I go to choose the "Effective Date", it would be helpful to have a "Today's Date" or something along those lines so that you can easily select the current date. Otherwise, you have to clear out the existing and type in the current date OR click through the calendar to get to today.
Actions: Service Monitor Check Box
When completing an action that fulfills a Service Monitor item attached to the action, the checkbox should remained checked when returning to the completed action. If I return to the action on which I checked the service monitor box, it appears I have
allow assignment of same activities to a "pool" or distribution list of Junxure users on my team
I have a two-person service team. It would be great if I could assign an action (prepare acct opening docs) to both members of the team, so that both members can see the action, one can complete it and then it drops from both of their to-do lists. One
Is there a way to filter by multiple criteria?
For instance, contains Mike OR John OR Joe? I'm trying to filter a list of actions by assignee but I would like to see multiple assignees, not all. Thanks.
Is there a "Last Edited" or "Last Changed" field?
I'd like to be able to search and sort actions by the last time they were edited. Is that possible?
Embedded Hyperlinks
When adding hyperlinks to various parts of the system there seems to be some lack of functionality. For example, when inserting a hyperlink in an action\workflow notes section, you can only insert the URL and are not able to alter the text that shows.
Adding a Custom Field - Web Forms
We would love to be able to have a 'custom field' or multiple to the Web Forms portion in Junxure. We would be able to utilize Web Forms more effectively in adding this. Thanks!
Resizing an Action
It would be very helpful to be able to change the size of an action so you can read more notes. When you open an action to make edits you can move the box around on screen, however, you can't change the size of it. After you have made multiple note entries
Default Font Size
Allow user to change default font size for actions or increase it globally. Size 8 is too small.
Reporting in Excel
It would be REALLY nice if I didn't have to format reports in Excel every time I run one. It takes me forever just to get it to look half-way decent to present in meeting. This is a waste of my time, especially when I have to rerun a report more than
Enlarge Record Summary Card
Please make the Record Summary Card in the new view BIGGER, so we can see all of the information it contains. There is plenty of room to make it wider now that the navigation menu/dropdowns are at the top Thank you! :)
Next Scheduled Meeting
On the Meeting Monitor Report you have a column titled: Next Scheduled It would be helpful to be able to add this field to the Record Summary Card. On our Summary Card we have the Last Meeting listed and how nice it would be to see when the next appointment
Last Meeting Dates
Currently, when it is working correctly, the Last Meeting Date Field pulls from the most recent Meeting action's closed date. We are using the Due Date as the date of the meeting. Sometimes it takes some time after the meeting for the advisor to complete
Webform Enhancements
Hello - just got off an "Ask the Experts" call and learned that webforms are really one-time use forms with the sole purpose of adding prospect to Junxure. While this is helpful, it seems there is a HUGE missed opportunity for Junxure to provide a meaningful
User Defined Filed in a different section of the Record
am I able to put a user defined filed in a different section of the record? For example, I created a user defined field for Wedding Anniversary and it currently show in the user fields section of the record. Can I make it so we fill in the anniversary
Default Landing Page Option
It would be ideal to have the option to set our default landing page to Record Action when clicking on any given client.
Record Name Always Visible
Our company's workflows are significantly large in size and it would be very beneficial to have the record name in a freeze pane so we can always see which client we are currently working in without having to continually scroll up and down. Thank you
Grey checks and x's on Workflow monitor - Bring back Green and Red
In the latest version (I know you did it for aesthetics) both complete and incomplete steps in a workflow are grey. On the workflow monitor tab can you change the checks and x's back to red/green. It is really hard to review our open processes because
LaserApp Integration
When I use the LaserApp integration, the data imported to LaserApp isn't persistent. Can that be changed or added as an option? Paul Harris
Date Formats in Correspondence Assistant
In the Correspondence Assistant, Mailings, Insert Special Field, Date Field, the current Date Formats do not offer the standard 'Month Day, Year' option (ex January 25, 2022). Would be great to have this option.
Asset Import not importing accounts as Managed Accounts
We currently import our asset information from Portfolio Center. I recently discovered that when we import new assets they do not default to mark as a managed account. Apparently there is not an available field for the PC import to do this. It would be
Comm. Pref.
It would be helpful to have Commication Preference (in Basic Info) available as a field to add into the Summary Card. Please consider this. Thank you.
Have all listed accounts default to 'Managed' so they show up in AUM totals
We recently moved from desktop and were very unhappy to discover that with the move to cloud, none of our client accounts show under the AUM on the client summary page unless each and every one is opened and updated manually to check 'Managed'. (Note:
Ability to deactivate a firm-wide grid default
We would like the ability to deactivate a firm-wide grid default completely. Once a grid is saved as the default, the only way to adjust it is to make another grid template the default. But we would like to remove the default completely. When we started
Printing Letters from the Correspondence Tool
When a user creates a letter in Junxure they generally want to print and mail said letter. It would be great if we could print the letter once it's complete. Current Process Mass Mailers - We have to wait for Alert option to display the letters or go into the action that captured the letter to print it. Single Letters - Create Letter using a template and then you have to close the letter, go back to the action and download it to print. In summary, a print option when creating letters would be
Feature Update - Correspondence with Junxure & Outlook
Hello! This is a general update within Junxure that I think would be beneficial to all. A automated link from Junxure to Outlook based off the Service Monitor Report to allow clients to access their advisors calendar and set a meeting when one is due.
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