Cash Target Field Visible in Asset/Liability Table
It would be helpful to have Cash Target as an option in the Column Chooser under the Asset/Liability information. I'd like to see, at a high level, which accounts have a cash target in them. This allows me to instantly know if a client has any cash target
Federated Login
We just spoke to our IT team, a managed service provider, about Federated Logins to ensure employees can only access Junxure from within our domain. They said they're reaching out to various firms in the FinTech industry to ensure that this gets enabled
Enlarge Workflow Summary Field
Would like the option to enlarge the Summary field when in a workflow template so that you can see the entire field at once
Trailing Spaces
When an authorization code is requested via email, the code has several character spaces behind it that are selected when double clicking on the code. To copy/paste the code without the trailing spaces, you have to manually click and drag highlight to
Add a Clickable link to Actions/Workflows
Please allow clickable links in Actions/Workflows. "This Wizywig editor has the option to paste an HTML link and that's exactly what where looking for. " Companies that store documents in a cloud will be able to add links to actions. This would improve
Ability to Have Different folder templates for different types of clients
It would be helpful to be able to create different folder structures for clients and all non clients like vendors, professionals , etc.
Image Files in Document Templates
It would be very helpful to be able to paste or import image files into Junxure document templates.
Email -Follow UP
I would like to be able to send an email, and if I don't get a response with a certain amount of time I get notified and a follow up email goes out as a reminder.
Open in New Tab - from Pending Actions window
Similar to other "open in new tab" requests", please add the ability to open actions in the Pending Actions window in a new tab. Is there any way to have the 'open in new tab' applied universally throughout the site? thx.
Manual record input form or field highlights
I would like to be able to create a custom view/form/grid for less knowledgeable users to be able to add a new record and see instantly what fields they need to fill in (for our needs not yours!). if this is not possible, an alternative might be to allow
Require Action Tags before closing action
It would be great if we could require action tags before closing out an action. This functionality was very useful in desktop as we would use the tags to sort data very efficiently.
Pending items popup
I need beneficiaries, a coworker needs to schedule a review: Have a pending items box that pops up for each record. Something that pops up automatically when I first go into a record, and then I can dismiss it if it's not pertinent. That way if one of
Prospects Section - Add a Prospect
Can you add the ability for us to add a prospect manually without using the webform. This would be helpful for referrals or someone we meet and all we have is the information off of a business card. Can be promoted later to record when the prospect
Duplicate Records Tool with Column Selection
When using the duplicates record tool, it would nice if we could select different columns to see like the record work space. We are cleaning up duplicate records but would like to see the tags associated with each record to help consolidate. Thank y
Opportunites tile on Summary shows Closed Opportunites
I would prefer the Opportunbites Tile on the New Summary page to only show open opportunites. viewing old closed opportunities is not helpful. Thanks Possible Setting for those that want to view All, Open, Closed
Junxure New Layout
A consideration for Junxure: with the new layout, some of the menu options expand and you can’t see them all or get the window to go away if you don’t need that to be open. May they can get the menu to show in front instead of behind? Submitted by user
Tax Preparer
In the new Records workspace, I do not see an area to include Tax Preparer. Where can I locate it? Old Records Workspace: Also, will the Webinar, New Beginnings Junxure Record Redesign, be available? Thank you!!!
SSN/TIN field format
The field is called SSN/TIN but only allows for SSN formatting. As TIN numbers are not in this format. Perhaps it should be that you can remove the default format which is ONLY set for SSN so letters can be added too?
RECORD ACTIONS
Hello, Our team uses the RECORD ACTIONS link under WORKFLOWS quite often. We are wondering if we could customize Junxure to show RECORD ACTIONS as a tab to click on wherever you are in a client's page. Nanette
Meeting Monitor Report
In the grid options for the meeting monitor report, it would be helpful to have RecordID as well as Record Type. We would like to be able to export this to excel and filter to specific requirements. Thanks!
Integration with NetDocuments
We would like an integration with NetDocuments.
Auto-Run/Import
Black Diamond currently does not have an Asset Import that will run automatically but would be very helpful in allowing us to generate reports efficiently.
Expanding Web Form Window
The current web form window is coded for a set height and width dimension. Creating the ability to expand the window so the prospect does not have to scroll down to view each question would be beneficial for the prospect's journey.
Open Link in New Tab flexibility
With the new record layout, i really miss the ability to open another area of the record in a new internet browser tab. For example, if I'm in workflows but want to check a document, I'd like to be able to right click on Documents and have the option
Widgets
Are the new "Widgets" fixed? We don't utilize Opportunities and I would love to swap out that "Widget" for something more useful.
SSN & DOB in Summary from Action Edit View
I am constantly working in actions and needing to quickly glance at a client's DOB or SSN. Can this be a field that we add the the Record Summary that can be viewed from within the Action view? See attached for reference.
ACKNOWLEDGEMENT HISTORY
It would be helpful to see acknowledgement history.
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
Dear Santa: I wish for the "Ability to RENAME any RECORD LEVEL folder"
You know how it goes.....it's Monday and you name the folder - load alllllllll the documents and then realize it.... you spelled the folder name wrong. So you cry a little, toss that tantrum and make a new folder and move the dox. Wouldn't it be great
Junxure on iPads
Junxure for some people in my office will randomly log the person out even if they aren't logged in anywhere else. It can also be random in how much time it takes to log them out. A suggestion that the iPad functions like a PC in that even when the iPad
Change Fields in Engagement Tab
Hello, If would benefit us to be able to change the name of certain fields in the Engagement tab to something specific to our company. now that I think of it, it would be great to be able to manually change any field if we needed it.
Integration with Levitate
Like many other RIA's, we use Levitate to communicate with our clients via email campaigns. Levitate has a nice integration with Red Tail, and it would be really nice if there was some integration between Junxure and Levitate. Hope to see this come about
Request: Company Defined Required Fields
We'd love the ability to be able to define our own required fields to ensure better data integrity.
Sending to Additional Email recipients
Background - I handle scheduling for all 1,000 + clients in our office. That said, I send out hundreds of emails weekely. In desktop, when sending an email from the ACTION (not just the client record - but from an actual record), you could see who was
Classifications and Mass E-mail to additional e-mails
Will there be a time when we can send a mass e-mail to just the additional e-mail addresses? We hold client events and send communications that are meant specifically for our female clients and female spouses of our clients. As such we need the ability
Reminders Report
It might be helpful if you could run a report or something that shows record reminders kind of like you can see your pending actions.
Mass email grid enhancement - additional email visability
When sending a mass email, it would be nice to pull up a report that has the client's name, and all of the email addresses that are going to be included in the email. As it stands, I can pull a report that shows me the primary email; and also other email
Assigning an Action to more people
there should be a way to assign an action to more than one person, either by checking off two or three individual names from a list of employees, or by creating a "group" or "department" and assigning an action to the entire group or department. This
Predefined Fields Inside of an Action
For example, within an Action, I would like to have a drop-down list that references specific accounts associated or tied to a record. This would prevent the need to copy and paste account numbers or other information that is repeatedly dropped into a
Workflow Setup Last Reviewed Field
Updated a bunch of workflows last night and when I wanted to change the last review field it showed the original date reviewed on the pop up calendar. So I had to manually enter the date or change the year and month fields on the pop-up calendar. It would
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