when creating an action, pop up window does not expand
I had to save and close the action and then reopen it to be able to get it bigger. If we could just expand the pop up or be able to do full screen.
Make Won/Lost Opportunity Field Editable
Currently, when you complete an Opportunity as Won/Lost in that field, you cannot revert back to blank (if, for example, the advisor doesn't want to still consider it "lost" but wants to consider it active. Please enable the ability to delete the won/lost
Mailto link for email addresses
Hello, I have had a few people at my firm ask about this, but it would be great if we could click on an email and it would open up a mailto link and create a new message in outlook with that email. My firm did not go with the email integration with Cloud,
"Everyone" Group Default
I'm not quite sure why Junxure is programmed to include all users in the "everyone" group default that we cannot manipulate. Since you don't offer admin accounts like other companies, we had to give one of our licenses to our IT people so they would not
Automatic Notifications
When assigning a task, it would be helpful if the assignor received an automatic notification if the assignee was out of the office. That way the assignor would know that that the task may not be completed by the due date.
Single or multiple field excel/csv load
I'm sure others have suggested, but it would be really helpful to be able to load data from an excel into existing records. For example, if we aren't currently capturing their birthday or AUM or interests, etc. we should be able to put that in a template
CLSP Field for Mail Merges
We have recently migrated from desktop to cloud. In desktop we would use the CLSP merge field on letters for informal greetings (nicknames) and set the Dear field in the contact record with a formal greeting (Mr., Mrs., Dr.. etc). In cloud we can no longer
Advisors not in Recurring Actions Definition definition
Would be very helpful to add ADVISOR as a column field option, as we are not able to segregate by advisor which records have recurring actions.
New Record View: Summary Card Info accessible when actively adding a workflow
I know that you can "view" the summary card info from anywhere in a record by utilizing the icon, However, when actually creating a new workflow, you are not able to hit the icon and view the summary card if editing the actions. That would a helpful feature
Relationships grids
Last week we started noticing that the grids for Relationships and Informational Contacts were not holding their column order nor column size. This continues to be a problem -- when a template is re-loaded it is still jacked (not what was originally
Alerts When Emails Don't Capture
I don't know how many times I've had to call to report that one of our employees' emails aren't capturing using the Outlook plug-in. Then EVERYONE has to go back and check on theirs and this program must be fixed. Currently, someone has to accidentally
Printing from Report Builder
Currently we are not able to print from the Report Builder. Could the ability to print from Report Build be added as a feature request?
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
Font Size in Notes and File Upload Capacity Size
Is there any way the font size in the notes area of actions in Junxure cloud can be set permanently for my use, so that I don't have to change for every action I note? The larger font when typing is helpful. This would be a big help to many Junxure users.
Link portfolio accounting system data and custodial data
We use Advent Axys for portfolio accounting. Schwab is the custodian on most of our accounts. As I understand it, we can import Axys data and assign it to a record and we can match Schwab accounts to a record. The imported Axys asset will show values
Correspondence Capabilities
Spoke to Billy today and he gave us a great demo of how to use Correspondence Editor to send various communications in bulk. Our firm currently uses Campaign Monitor for mass communications. While we don't expect to use Junxure for marketing (drip campaigns,
Duplicate a workflow item to create a new one
I would like to be able to check a box next to an existing workflow action and click duplicate. Then I would edit the duplicate and save it with a new name.
Opportunities Date Completed field to Auto populate
When the check box is checked next to "completed" in the status section it should auto populate the DATE COMPLETED field!!!!!! For example, if you check the box today then it should auto populate todays date. You can change the date but it would save
Vertical Monitor Screen View
I have my monitors set vertically so that I can see a full page without the need to scroll down. This works well in most applications. However, in Junxure, it makes it so that I am unable to read much of the first column of the Record Summary page. It
Add Recurring Actions in Bulk
Please, please, please add the functionality to add recurring actions in bulk. I can't believe this isn't available. I now have to enter 967 recurring actions manually to all of our clients. Geez!
Group Management
In setting up Groups the list shows everyone whoever has had a profile. Even if they are marked Ex-Employee they still show on the list. It would be great to only show the "ACTIVE" employees. I know you can filter the grid however our list is so long
Actions Report Formatting
Currently, you are are able to format a note with bullet points, numbers, etc. and it looks good on your screen while in Junxure. However, if you go to PRINT a report of your actions for a client, ALL of the formatting is gone and the report is one big
Checkbox in Document Template
Would like to see an interactive checkbox feature added to the online template editor, similar to the Text Frames that allow clients to enter open response information.
Please have an "Add Workflow" icon on the main bar
The blue "Tools" button is great, but please have an "Add Workflow" icon on the main bar - it could go right by the little Summary & Reminder icons by the blue "Tools" button. We use "Add Worfklow" a LOT, so it would be very helpful to have an icon for
Add recurring actions to multiple records at one time
I would love to be able to run a grid report pulling in as many clients as I want, and add a recurring action to all the records at one time .......just like it's possible to add a regular action to multiple records at one time. It is extremely time consuming, not to mention mind-numbingly boring, adding new annual or quarterly recurring actions to our clients' records. Any chance begging would help? ;-)
Link document to bulk action
It doesn't appear that you can attach/link a document when you're launching a bulk action to multiple clients. This would be very helpful. There are times when we need to launch the same action on 10+ records and attach the letter or other document that
Deceased Clients & NW Statements
It would be good if once a person is marked as "deceased" they do not show up on the record's Net Worth Statement. It is not ideal to give a NWS to a widowed client with the deceased spouse's name still in a column with all the amounts at $0.
Web Form Fields
Currently web form information is limited, which minimizes the usability of the feature. Two suggestions: (1) Expand the list of available web fields to include fields necessary for KYC and investment profile purposes (items found within the Engagement
Adding Team members to the summary view
We don't really use Advisor 2, but we have a couple team member positions we use. It would be great to be able to remove Advisor 2 and add the 2 team members to the summary.
Put the AUM field up top by Service Level
It would be helpful to move the AUM field from the lower part of the Record Summary the upper always visible portion of the Record Summary. Currently, it is hidden when viewing a contacts summary or when Record summary is not expanded. I would like it
Add Advisor 3 Visibility
Situation: For our larger clients, we have added the field of Advisor 3. Problem: This field is only visible under the record page and only if the record information is expanded so no one knows that there is an Advisor 3 or who they are unless they know
Record AUM Location
I would like to see the record AUM to be located at the top of the client record instead of on a separate tab. Occasionally it is beneficial to verify the Service Level of a client (Diamond, Platinum, Gold, Silver, etc...) and it would make it easier
New layout - scrolling between records
The new layout doesn't have the "next" and "back" buttons anymore, or the "return to grid" button - if I go to a record from a grid, I can no longer scroll through the records or go back to the grid I was on. Is that coming back? It's very helpful for
New Version: Customize Card Views & Include the TEAM MEMBERS
Part of the training on the new view/version, was customizing the cards in the records…. Why would you all remove that important feature and being able to see the TEAM MEMBERS? That is essential, just like IA1/IA2/CSR, in our action creation....
Reminders
Will you please highlight the box that says "Reminders" Now that it is not highlighted it does not catch people's eyes and important information is missed like Leave in Cash or Tax info or what ever info we deem important to stick on that page. Thanks
Allow user defined fields to be part of the record summary
We use user-defined fields to track certain things. It would be great if we could move these to other screens including the record summary page.
Reminders vs Alerts : We use this DAILY need it on every screen like before....
Reminders vs Alerts : We use this DAILY need it on every screen like before.... the Alert section, just like in the Desktop version was specifically used to view an important Alert for every action, record, etc. Having it only on the Summary is pointless
Back to Grid or next record from New Record Layout
The back to grid button or next record arrow seems to be gone from the new record layout.
New Record Layout - Team Members
I don't see any way to view or edit the additional team members on a record in the new record layout. Is it gone from this design?
Missing Record Information in New Layout
A lot of the record information is missing in the new layout: Referred by Discretionary Owner Group Editor Group Office Created By Date Created Verified by Verified Date Team Members; Insurance Specialist; Portfolio Manager We use Verified by and Date
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