TD Ameritrade Account Wizard API
Can you please develop an API for Junxure to integrate with TD Account Wizard. I know we Laser App data from junxure but if data can be pulled into TD Account Wizard it would be much better. Their wizard has a great workflow for prefilling data before
Asset Map Integration
It would be awesome if Junxure integrated with Asset Map. We regularly update our client's financial planning information with Asset Map; i.e. Income, Assets, Insurance, etc. - so it would be nice to have that information automatically update in the client's
Trusted Devices for Multi-Factor Authentication
For efficiency sake, please consider adding the ability for Junxure MFA to trust multiple devices for the time set in the Login Security profile. Currently, my users who routinely go between different devices have to authenticate every time they log back
Advance Search on a Record Level - Record Actions
We need the ability to do an Advanced Search (not just Quick Search) in the Record Actions area. If you're searching for an action with AND as the logic. Example: Actions with the Tags "2020" AND "RMD". Currently the only option is the Quick Search it
Advanced Search within Record
We would like to have the ability to use "and/or" logic when selecting criteria to search within a record. There have been several situations in which we want to search the actions using AND while working in a record. I find it inefficient to have to
Authentication Options
To increase efficiency and maintain professionalism, it would be great if the new authentication could 1) offer the option to recognize personal computers as safe and hold authentication for 30 days 2) offer the option to send codes to email or cell phones
Monitor Workflow Grid
It would be helpful if we had more column options such as adviser or more record field options in the Monitor Workflow grid. In addition, the advanced search and/or quick search is not available here either.
Ability to send mass emails at a later time/date
We send group emails to clients after hours (to avoid a rush of phone calls). It would be nice if we could set up emails, then schedule them to go out at a specified time in the future.
Two-Factor Authentication 2FA Numeric Passcode
Currently, Junxure 2FA passcodes come in an alpha-numeric format.This can make characters difficult to distinguish from one another when they look similar (Homoglyphs). This is most notable with the characters 0,o,O and I,l (Capital i and lowercase L).
Grouping Grid Contents by a Column
Would it be possible to display the grids with all Groups Collapsed.
Form CRS Field
Could you please add a field for the soon-to-be-required Form CRS Date, similar to the Investment Policy Statement Date? For now, we will add a custom field but would love to see this as a standard field in a future release. Thank you!
Workflow Description/Trigger in Action
It would be helpful if the workflow description/trigger section of the workflow setup was viewable in other locations. It would be extremely helpful for each firm when training new hires which templates/workflows to use and when.
Add Advisor1, Advisor2 & CSR to Assigned Actions
It would be helpful to have the names of Advisor1, Advisor2 & CSR listed for the Record in Actions that are assigned.
Workflow Setup, missing data when reviewing
It would be nice to see all the fields when reviewing Actions within a Workflow. For example, I need to open an action to view the Priority, Tags, and FYI Information (see picture below with missing data). Why can't we tag Actions for Service Monitor,
Audit Log data
I'd like to be able to run an Audit Log and see which records were changed and what changes were made to them without having to click on "View Record" and "View Change." I want to be able to just click on Audit Log, put in the date range, and see all
International addresses- contact - mailing addresses
Enhancemet request. We have an international client and we are unable to print an envelope to him without creating a place holder for the state and adding a period to the zip code. (done with help from one of the help people). As a result we have to be
Notes Library
As in Junxure Desktop, we would appreciate having the Notes Library tool to keep templates for Notes so that if a certain thing happens, we can paste in certain language every time instead of trying to find past Actions in which it also occured.
Action Fields Request
Currently while Junxure is open, you cannot close it unless you enter the type of action. Is it possible to put that kind of restriction on an action to force keyword (and Category) entry?
Exports of Key Data Fields
There appears to be no way to export data in the Profile/Relationships/Informational Contacts section of Junxure on a global level. I can export the grid on a record level, but need to be able to export this information enmasse. There should be better tools for getting data that is already in the database out to a file.
Recurring Actions and Linked to Options
Would like to be able to link assets/insurance/user defined fields to a recurring action before it populates. This way, when it does become a pending action we do not have to repeatedly enter in user defined fields or link to options.
Better Ability to Add Hyperlinks
It would be helpful if we had the ability to add more than one hyperlink right after the other in document templates. It would be even better if we could create hyperlinks with embedded images.
Record Data Change Tool or Import Tool
Should be able to use for Custom Fields that we add to JX.
Time Spent
The ability to make Time Spent in an action mandatory before completing the action.
Beneficiary Repor
Hello The Beneficiary Report now shows Beneficiaries listed in alpha order (NOT IDEAL) The report previously displayed Primary then Contingent Beneficiaries. (IDEAL) This began happening around June 14. How to access the report. Open Record>>Hover over
Time Spent
The ability to put a default amount of time spent from within a workflow. This would allow us to track roughly how much time each employee is spending within junxure doing actions. This information would be helpful to influence capacity and other related
Fidelity Integration - major functionality flaw
The Fidelity Integration only works if the account number has no dash in it. However, Fidelity uses dashes in the account numbers and delivers that account number as such to thrid party integrations. We use Orion to pull in data to Junxure. PLEASE F
Use Enter key to accept search
When searching for a record via the search bar in the upper right hand corner, it would be really cool if I could just hit the Enter key to accept the result and go to the record once I've entered enough text to narrow it down to a single result. As an
Ability to copy information without having to edit first
I don't know how many screens this applies to, but I know this occurs on the Employment screen. I cannot double-click / select the data to copy it without first having to click the Edit button. Actually, it would be very handy to have a "copy icon" next
FIX THE RECENT UPDATE TO CORRESPONDENCE EDITOR!!!
The recent update resulting in the correspondence editor starting in the same window as the action you were working from has major consequence! Mainly, when closing that action then starting the correspondence editor while in a workflow, the option to
Workflow view in Actions Grid
It would be helpful to be able to expand the action in the actions grid to see a high-level overview of the entire workflow (like the view you can see in the workflow monitor). Sometimes I want to see if another action in the workflow has been completed
Office365 Email sync
If there could be a way to see if a synced email has already been added by another user (when multiple users are copied on the same email) so multiple copies of the same email would not appear.
Fixing what Seems to be Glitch
When you're in your actions list and go to an action, there's a button to go back to your actions list. The same with being in the record workspace and going to a record and an option to go back to the record list. We love this feature; however, if you
Ability to add Phone Type, Email Type, and Address Type fields into a grid
Hi. Trying to clean up our lists and clean up would be easier if we could run a report showing which phone types, email types and address types are associated with which records. We CAN already report on it [Records>Reports>Contact Report], so it shouldn't
Email Send on Behalf Of
Below is the information regarding how to setup sending on behalf of another person. Both options are terrible. Customer service personnel need the ability to send bulk emails to clients and the look like they are coming from the clients advisor. There
FYIs for task I set up for myself
It would be nice to have in preference settings the ability to NOT FYI myself for tasks I create for myself. I think its silly for me to Ackowledge something I know I did.
User Defined Field Character Limit Increase
It would be nice if the character limit in the user defined fields was more than 200 characters. we use these fields for quarterly report exceptions and 200 characters including spaces is not very many characters.
Please add "Include In Estate" to non-financial account type accounts
I am currently adding some real estate assets to a client's record. These assets are considered part of their estate, but the "Include in Estate" checkbox is not available. Why? And please make it available even if it can't be used for a Junxure report.
User Group Management
Hello, When adding or editing user groups only display active users and list the users in alphabetical order. When adding or editing users groups, it's time consuming to scrolll thru a list that includes non active employees that are not listed in alphabetical
Deceased Client - shortcut notation
When clicking the shortcut "flag" next to the Record Name in the top blue navigation bar, could "deceased" be displayed like in the general information?
Sort Record Search option
When you type in a name in the 'Record Search' search bar at the top of the page, the results are sorted alphabetically. It would be nice to have an option where current clients are listed first in the results.
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