Last Meeting Field on Record Summary Page
When working correctly, I understand the 'Last Meeting' field on the summary page pulls the date the last 'Meeting' type action was closed. Is there a way to populate this field with the 'Due Date' field instead? When creating meeting actions for clients,
Spelling and Grammatical Errors
I just submitted the following topic and see the bottom has a grammatical error " You've this problem". There is definitely something missing in this sentence. Also, I previously discovered a misspelling for the word 'Search' (spelled as Seach without
Recurring Actions: Default Assignment is set to <employee creating="" action="">
Here is the warning that is listed for SM, Recurring and Integration RE: creating the workflows: Attention! If you are creating a Template that you intend to use in any automatically repeating service such as an Integration Alert, Service Monitor, or a Recurring Action, you must ensure that the Assigned to field for every Action step is populated with a User or Employee Position (e.g., Advisor 1). Do not use <Employee Creating Action> or it will not be properly assigned (since the “Employee” creating
Be able to highlight/edit fields when sending an e-mail from an action
When creating an e-mail from a workflow, we've noticed it is almost impossible to highlight an e-mail address to replace or edit the field (for example if you want to correct a typo). You can click to the right and slowly hit backspace to remove one character
In-Line Editing - Workflows > Record Actions Grid
It would be helpful if we could do in-line editing in the action subject field and/or action note field in the record actions grid screen.
Actions Grid to Include Workflow as Data Column
When looking at the Actions Grid, it would be helpful to be able to include the Workflow name as a data column for searching/filtering purposes and to know what Workflow a particular Action is a part of.
Logo
Would be nice to be able to add our company logo to the screen - possibly in the upper left side next to AE logo, instead of Advisor Engine listed on every page in that corner.
Attach a document to a workflow
It would be nice to attach a document like a word doc or pdf to a workflow.
Survey Service Integration
I have been told there are no survey services that integrate with Junxure. I would like to see if this would be helpful to others as well?
Quik Forms
Our Broker Dealer is switching us from Laser App to Quik Forms in January. Would like to see an integration for Quik Forms similar to the Laser App integration so that our information can still pre-populate in the documents.
Better print view of workflow template which action is dependent in which action
When printing a workflow from the workflow set up, I navigate to the workflow I'm looking to print. Then under the summary box, I would click on the print icon and a new screen opens with a new printable version of the workflow I'm looking to print. I
Closed Actions
When looking at closed actions - if you "click" on a particular action and then go back to the list (of closed actions) - you are returned to the top of the list of actions versus where you left off.
fpPathfinder
Please consider adding FP Pathfinder as an integration partner. Their Interactive Flow Charts are a great way to document action items for clients. Redtail, Wealthbox, XLR8 and Salesforce allow the completed flowchart to be saved directly into the CRM.
New Address in Asset field
When I select New Address when editing a property in Assets, it won't save the new address to the asset.
Enter key vs click of mouse when adding a new record
It would be great if you could change it so that all entries can be finished with the enter key rather than needing to move my hand over the the mouse. For instance when selecting the state in an address I have to click on it. So even after I type in
colors for workflows
in the old juncture desktop, we were able to customize with colors, which was easier to read.
Assemblage
Is this an integration with Assemblage on the radar for 2022?
Record Card Font
Please provide us the option to change the record card font. The record card font in the Record Layout Configuration is Sans Serif. That is our preference. But the new record cards use Serif font. Thank you.
Sandbox Environment
The majority of the experience I have with CRMs is from Salesforce and one of my most favorite features from it was the ability to create a "sandbox" environment. It allowed users to play around with layouts, make charts, dashboards, and reports, to get
Creating MSFT 365 email from an action - ability to add Add'l Emails
When creating an email from an action in Microsoft 365 it would help greatly if we could select both Primary and Additional Emails associated with that contact as recipients. It's very cumbersome to have to manually locate additional emails, should be
Checklists
Create a checklist prompt. With the best interest regulation, advisors have to be sure any rollover recommendations are in the best interest of the client. To do so, it would make sense to have checklists embedded into or on top of the action, requiring
Adding Mother's Maiden Name to Personal Info tab
Our primary custodian require us to add our client's Mother's Maiden Name when completing account applications. It would be helpful if the Personal Info tab had a field for this. This would allow us to add the Mothers Maiden Name for both the Client and
Email Management Idea
It would be very helpful to have the complete, captured email text populated in the body of an action item. It would be easy to scroll through action items, scanning notes and emails in one area. Downloading and opening individual emails is clunky and
Change Meeting Date
If a meeting is rescheduled and it is linked to an action can the date on the action be changed to the new date? Right now if a client reschedules a meeting, the action date remains the same.
product enhancement
junxure, our firm has a new phone system with Divergent Blue by NEC. they offer a link to connect to CRMs and share contacts. Can you please add this system to your que for integrations? thank you kindly, mike bishop
Won/Lost Field under Opportunities
Recently we had a prospect that ghosted us 1.5 years ago and has come back to start over. The status was changed to "cold" and below that "lost." Now that I changed the status to "open," I cannot change the "won/lost" category to anything else, which
Automatic Refresh
All programs that we work with are constantly updating informtation, but with Junx we have to manually update to have the most recent information. When I acknowledge a task it sits there by the bell even though I've cleared it out. This is a pain, and
Moving Actions to Different Workflows
The ability to move an action to a different action workflow tree in Junxure Cloud.
Records Selection tool
Wondering if the Selection tool can be used with Excel so that multiple records can be 'selected' in CRM and only those selected would export to Excel.
Formatting Total in Asset/Liability Tab
A small enhancement to the Asset/Liabilities tab would be helpful, where the total of the "Ownership Value Amount" could be better differentiated to stand out. In desktop, the row is clearly labeled "Total" and the numbers are highlighted in grey. A simple
One more thing- Additional Emails
One more thing, you still cannot see who the Additional person is to copy on all emails when you're sending an email from an ACTION, not from the home screen. Seriously annoying! We have repeatedly asked that this be fixed for the last 9 months, but it's
No Quick View Links/No way to pin Client Cards
The new view of Junxure continues to be VERY PROBLEMATIC for power users in the Administrative and Operational roles. The client cards with all the information contained in it cannot be pinned to the top of the page. So, if you have to work in the Workflow
Lightweight fonts for data are hard to read
Often I am craning my neck toward the computer screen when I need to verify client information, such as SSN, phone numbers, dob, etc. (The data is everything!) The current font is very lightweight. Is there an option to change this font for one with thicker
FONT SIZE FOR CLIENT INFORMATION
The font size for client information is extremely small. This is an important piece of CRM and it should be easily readable for users of Junxure. Please change to a better font size.
Client Summary Card
I think the ability to be able to add different client info fields in the client summary cards would be a huge help. Instead of having to click on different links to get simple info such as occupation, employer, net worth, etc., having it provided in
Can we get a record's job title on the first page?
Many of our records are professional contacts for our business and for our (401)k and endowment plans, plus individuals that want their items sent to their workplaces . It would be very helpful to see their job titles underneath their names, before the
Schedule Alerts for Actions (Replicating the feature that was available in Junxure Desktop)
Hi, I am a new user to the Cloud from Junxure Desktop. A feature that I used a lot in Desktop was scheduling alerts, or reminders. This does not appear to be a feature in Junxure Cloud, so I'd like to request that it be created. My list of pending actions
New Record Layout, now its time to update the UDF page
hello Junxure, Love the new layout, excellent Job! I think the weak link is the UDF page which could use a little love. Remove underscores and replace them with spaces Add a break-line field so we can create sections. A headline field would be great also
Return to Grid _ Actions
WIth the new release, Return to Grid is now missing when you navigate to an Action through the Actions workspace.
Past Due Action Report
Suggestion to add a report option that shows all currently past due actions in a report. Most companies want to review all staff actions on a regular basis to ensure items are being completely in a timely fashion. This would be a great report to be able
Next Page