Would like to aggregate AUM for client groups.
We consider some client groups (ie a parent & child who are separate records) as one relationship. We want to be able to aggregate AUM for the relationship or group.
Cntl-J is Old School - Please make a Note or date Button or Note Section
It Works. But seems is so 1980's to me. It would be more modern to have a button or something to insert a timestamp or a separate section for Notes with History attached to the action.
Adding child steps to a workflow (after complete of first step)
In a multi-step workflow, you have the chance to add the next step upon completion of the previous step. I've discovered that if I don't add the next step immediately after marking the previous step complete, I can't add it at a later time. I CAN add
User Group Management
Hello When adding employees to a user group, all inactive employees are displayed. Enhancement Request: Would it be possible to only display active users? The screen shot below displays the list of employees available to add to a group. Only the highlighted
Add ability to export time stamps for creation and completion of actions
Would like to either have the system auto calculate how long actions are open for or give us the ability to export the time stamps for when an action was entered and completed. The time shows in the system already, we just cannot access it in bulk/e
Please add a feature in Junxure Cloud to elect to disable the auto logout of program when screen saver kicks in...
My Broker-Dealer requires me to have a screen saver on the entire computer that kicks in without mouse movement for 10 minutes. If I get up from my desk, I manually turn the screen saver on for it to be more secure, why wait for 10 minutes to pass? I
When using FYI feature in Workflows, send emails to FYI recipient
Very often our principals are not logged into Junxure, but they need to be notified when there is an action that they need to do. Because they are not logged into Junxure, they will not see the pop-up alerts. It would be great if the FYI recipient also
Would like to see integration with Mobile Assistant for dictation notes to automatically be added as an action
to Junxure Cloud. I think this would help me get the dictation into the CRM, as I get busy and find it hard to pick back up, since I have to wait for the dictation to be completed.
Linked Albridge Assets within Client Record Action--Would be easier when open the window to select the account(s) action pertaining....
to just check off all appropriate boxes to link assets to action, instead of having to go into this area for each account you want to add to the 1 action and hit the "+" sign for each new asset to add. It is rare that I am selecting just one account
Upload to Overwrite/Edit Record Information in Bulk
Currently, when a field is not part of the "Record Data Change Tool," to update that field for multiple records you must navigate to each record and make individual changes. It would be easier to update this through an Excel or CSV file upload. Fields
Type and Category Suggestion
We would love to see an update to the action type and category feature. Although we can currently edit the lists for each of them, we would like for there to be a feature that when an action type is selected, it will narrow down the category list to only
Memorized reports emailed on a frequecy
Our principals would like a weekly report of workflow items which are due for the current week and following week. We can build the report, but it would be great if there was a way for Junxure to auto generate the reports in a programmed frequency, then
Requesting ability to disable if screen saver on for 10 minutes that Junxure Cloud logs you out.
I have a screen saver go off quite often, because I will walk away from my desk and put it on manually and then come back and I have to login to Junxure Cloud multiples times per day with 2 factor authentication and security question and it becomes quite
Filter with Rolling Time Periods on Date Fields
It would be nice to filter and save action grids with a rolling time period. Such as the last 30 days or the next 30 days. I would suggest the following ranges or custom # of days forward or back. Last 12 Months (365 days) Last Quarter (90 Days) Last
Pending Actions for the day fired off by 1st Person to open Jx
Can this be changed? It creates tension if it appears one advisor is assigning actions to another advisor. If I entered the action, I should be shown as the person that entered the action, regardless of who opened Jx first that day. Thank you
User Defined Fields for each person not just entire record
It would be great to be able to add User Defined Fields for each person in a record and not just the entire record.
PreciseFP Integration
We utilize PreciseFP to gather data on prospects and clients. We would like to see a bi-directional integration that allows us to import and export client/prospect data. With this integration, we would want the ability to obtain new client data and to
Notification or "Read Only" classification for Action already in Edit Mode
In the scenario where a particular action is open in Edit mode by one user and another user attempts to edit the same action, a notice should be given to alert the user that the particular action is already in use by another user. After being suspicious
Confirmation when selecting to "Acknowledge All" Alerts
Junxure Cloud should prompt a dialogue box when a user selects "Acknowledge All" when viewing Alerts. Forcing a second confirmation can provide an extra layer of insurance to verify that the action is intentional and not just an error / mis-click.
Security Audit Log - Grid/Report Exports
Hello - I would appreciate having the ability to see what users are exporting from Junxure from Grid Views or Reports. The benefit would be if an advisor or team member leaves the firm, we are more fully aware if they took any proprietary or confidential
More Intuitive View for Actions Grid that shows Parent Child relationship
In our firm the team finds that it isn't obvious via a quick visual glance as to how actions are related. For example if a workflow begins with an appointment "parent" action and then following that appointment, several child actions get created with
How Can We Help section Alerts
We are currently unable to turn off alerts from within the "How Can We Help section". Please allow us to control that option similar to how users can turn off action alerts. Of the 60 people at our firm, 5 people will read or actually care about those
Person Grid - We need a grid that shows all Persons for mass correspondence
Unless I am mistaken, I cannot find a way to do mass correspondence to just a sector of the persons on the records. For example, when we have a women's or men's event, we only want to send invitations to the people marked as male or female on a record.
Quick Search/Advanced Search in the Document workspace
It would be nice to be able to Quick Search and Advanced Search in the Global Document workspace. Situation: We need to pull a list of all Documents uploaded to Junxure within a certain date range that have a given Tag. I know you can accomplish this
Opportunities
I would like to see the feature added to Junxure where you can remove certain opportunity fields that you aren't using. Thank you
Adding additional to and cc Emails to Outlook 365 Email
I understand you cannot add a cc address or additional emails in the 'To' when using a template with Outlook 365. In addition, the 'To' field is blank when opening the email so you have to rely on that it is populated in the email. I would like to be
O365 Email Integration
please provide the option for the Admin to control User Connections if that's not possible, please create an option for the Admin to quickly see if users are connect or not. In addition knowing there settings would be great as well. For instance I want
The "Everyone" group profile
Our CEO does not use Junxure other than to find emails and phone numbers. When she opens Junx, she sees all of the alerts piling up for her and it makes her crazy. There is no way to remove her from the Everyone Group. I think that we should be able to
Year date range stops at 2031
The drop down menu date range for the year in many fields ends at 2031. Support has told me that I need to submit a feature request to have this changed. We have many clients that have various financial products that have maturity or expiration dates
Audit Log
We would like to see when the last time a report or client list was pulled from Junxure.
Record Actions Search Function
Currently, when you use the search box to search record actions, it will return any action with the requested word(s). However, they aren't highlighted, so it takes a long time (especially if meeting notes are long) to figure out where the word was found
Calendar functionality
It's nice that we can see our Outlook items in Junxure's calendar, however I'm guessing that, like our firm, it's rarely used by other advisors because client meetings are linked in any way to the record for the client who has the meeting. In other words,
Hyperlink to Record in Excel
I am working to mesh data from our PMS (APX) reporting and qualitative account information from Junxure. It would be great to either access specific fields in APX or at lease allow us to hyperlink from Excel to a specific contact record. Right now, if
Action Data Change Tool NEEDED for Recurring Action Definition workspace
Hi. Please make it possible for us to use the Action Data Change Tool on our recurring actions. In order to change a subject on all like recurring actions, I believe I have to go into each individual recurring action and make the change. It would be SOOOOO
Wrap "Action Subject" Text in Grid View
The text in the "Action Note" column will wrap to allow us to view more than one line. Will you please set the Action Subject column to do the same thing?
Record Summary Revamp?
When printing the Record Summary, it would be very helpful if, instead of listing "Person 1" and "Person 2" the actual names of the people could appear on the Record Summary. Even just a first name would help. We print the Record Summary before each meeting
O365 Email Integration (Office 365) - missing functionality
In the Email Management workspace, it would be nice to have: 1. The ability to reply to an email in-line. Right now it seems the best way to reply to an email is to have to click on the record ID and then click on the email address, vs. 1 click in outlook
Multi Factor Authentication Passcode e-mail
As a firm we find that e-mailing an authentication code weakens our Cybersecurity policies. We would like to eliminate this option from the MFA selection. Would it be possible to make this a Firm controlled choice in the Login Security Setting?
My past due and due today actions
Right now the only option when you click on an action in the list is to go back to the grid. I would love to have a next and back option as well. This way I can just click through all my pending actions and make updates as needed. I think it already exists
New Look of Junxure
First, there is a lot of dead white space at the top which seems a little wasteful- you have to scroll more. Second, for some records the person 1 is always next to the "Record" information, but more times than not the person 2 is moved down so you can't
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