Meeting Monitor Report request
Please fix the Meeting Monitor report so it ONLY shows records that the user has access to. We have records in User Groups that are only meant to be seen by certain people within our company who have permissions those User Groups, yet the otherwise restricted
Action Alerts when the Action is Due
I know I've seen this request before but it needs to be brought up again. It would be nice to have Action Alerts populate on the day a specific Action is due rather than when the Action was assigned. I think a simple checkbox in the Action to choose to
Action Alerts
It would be nice to be able to choose to have certain actions not go to the Action Alerts, such as routine actions from a workflow. For Example, we will fire off a workflow with 3 actions assigned to a specific person but as the person works the workflow
Record Relationships Report - Increase Functionality
The Record Relationship Report would be useful if the search functionality wasn't so limited. For example, we would like to review CPAs globally but the tool does not allow filtering by classification or advisor. Please consider this addition, thank
Inactivity Logout
Please turn off the forced logout when a user's PC is locked or asleep for more than 10 minutes. We manage our own IT logout periods and multi-factor and this is very inconvenient for our users who step away from their desks for 10 minutes. I believe
Workflow Summary
The workflow summary is such a helpful snippet to see how a workflow is laid out. It would be a huge help if that layout was available within the printing of the PDF report of a workflow. There's currently no way to see the flow of a workflow if you print
Make Informational contacts available in report function
We want to run reports with Informational Contact information. I want to run a report that would list client name and information contact information on one report. We send copies of tax reports to a select number of CPAs yearly. It would be nice to get
Practice Management Spotlight Videos
I have noticed that Redtail does Practice Management Spotlight videos where actual users can share insights in to how they manage their database or perform certain tasks, etc. Wouldn't it be nice to see what others are doing? Maybe Junxure could offer
Restrict Who Views a User
We would appreciate the ability to restrict who can see the actions assigned to a user. I understand that you can limit access to records, but it would also be helpful in some situations to limit who can see a particular user's actions. In our specific
Add Moneytree Integration
Please add the ability to import Junxure data directly into the Moneytree Financial Planner products.
Add "Billing Spec" to PortfolioCenter export file to populate Junxures "Fees Schedule" field in assets
Hi. It would be SO great if you would add the PortfolioCenter (PC) data field called Billing Spec to the PC export file, then have that data populate the "Fees Schedule" field in the asset detail window. Please see attached images.
Date Time Stamp Button
Please add a Date/Time Stamp Button to duplicate the "Control+J" functionality when creating an action. APX has this feature and buttons are a lot easier to remember to use than kb shortcuts for our end-users.
Asset import reconciliation - Please allow me to audit the mapping of record:asset
Hey team, Given the asset import is a manual process, I'd love a way to reconcile asset:record mappings for recent manual mappings completed through the import process. Right now, it seems that the "Date Created" populates the date of our first Asset
Uploading Documents to Multiple Records
Would like to have the ability to upload documents in Junxure and have them put in multiple records in the corresponding document folders. This was a feature offered in the desktop platform that we would appreciate seeing brought to the cloud.
Show current grid template name above grid
Hi. Please add the current grid template name in the space above the grid, so we can know, at a glance, what grid template we have loaded. MAYBE you can add the name in a similar fashion as the filters are shown - the bright yellow bar that says "Filter(s)
Revenue report by Contact
Please update the Revenue report to include revenue totals (with in the time frame) by contact record instead of listing each transaction for each record. In desktop there were revenue report fields that were totals of fees at the record level for the
Ability to Export all of your Positions in mass
Is there a way to pull/export the position data without going to each client individually? We have 529 accounts that we would like to compile a complete list of including their positions in the accounts. Thank you
Assets Effective Date
Our Clearing Firm does not integrate with Junxure therefore we are managing our assets manually. Would it be possible for the “Effective Date” found in the Positions Details added as option in the column chooser on the Assets Grid. This would be helpful when updating the assets tab so you can see the last time they were updated.
RMD Filter Options Differ Within The Assets Grid and Advanced Search
Please take a look at the attached images. We are running RMD reports utilizing a combination of Advance Search and Grid Filters. I currently have to run two separate reports for RMD's. One Report for Person 1 and another report for Person 2. This is
Clean word wrap in excel - PLEASE PLEASE PLEASE
In the on-prem version of junxure, when we would export a report that had the mailing address on it we when we did "word wrap" in excel it would separate each part of the address or label in its own line. For example, the clients name would be on the
Jx Desktop had a tab for Client Goals and Objectives, will Jx Cloud impliment this?
We have kept track of client goals and objectives over the years. We just switched from Jx Desktop and cannot find a comparable solution to the goal tracker in Jx Cloud. Will this be added any time soon?
PreciseFP Integration
We heavily use PreciseFP and it would be great if we could create a data gathering form in Precise and have the information we gather import into Junxure Cloud. It would save so much time and allow for such a seamless integration.
Schwab "Move Money" window does not move left to right, so data is cut off.
SUGGESTION/ENHANCEMENT: Adding a bar to move left to right when using Junxure to go to Schwab for Move Money, i have attached a screen shot for a clear understanding of what is occurring. Right Now: in Junxure - under Assets- clicking on the short-cut
TD Ameritrade data import tool
When will there be a data import interface be available to import TD data -- even if it is a manual import? Honestly the inability to bring in data from the 3rd largest custodian is embarassing
New Quick Menu in Actions Grid
Thank You for the Quick Menu in the Actions Grid that was released today. AWESOME It would be nice to also Add: "Go to Action Workflow Monitor" which contains the Action
Add "Does not contain" to grid filter options
Hi, There have been several times when I wanted see all records, actions, etc except those that have some criteria. I know I can say "Is not equal to", but if I have more than one criteria, that doesn't work. (Unless I can use "or".......can I use "or"
Action Grid - No limit option
I would like to suggest "no limit" as an option in the grid so that I can see all my actions with scrolling. changing pages isn't helpful when trying to find something or to trigger a memory.
NetDocuments Integration
A NetDocuments integration would be extremely helpful and could be a huge help with Document Management.
Filter options for Date Fields on Work-spaces
It would be AMAZING if you could add the following filter features to date fields: Today's Date Last 7 days Last 30 Days Last 90 days Trailing 12 months These would be dynamic changing date ranges, so I don't have to go in and do the "in between" filter
Assets
I would like to be able to use the A Account Number, A Cash In Account, A Investment Model -- all the A *** fields in a merge document. We all need to provide an account list of investment accounts with the investment management agreement ...There is
Recurring Actions
Add the feature to move recurring actions to another record.
Attach a file to an Action
I would like to set up a Recurring Action for the checklists that we use on a consistent basis. Is there a way to link or attach a file (i.e. checklist) from our server computer to an Action or an Action Template in Junxure?
Assets Grid
I know this was mentioned at the conference, but I didn't see it here. When you filter the asset grid, then click on a record/asset to view it, there isn't an easy way to get back to the asset grid you just filtered (unless you save each filter which is annoying for small tasks). Can you just change it so that when you click on an asset it opens a new window tab to view the record/asset?
Filter Grid - Wildcard
Would love to be able to enter a wildcard like an asterisk (*) when filtering, especially if filtering on a text field, like a client's name. That way, we can filter by "Adam*" and it would filter any row that starts with "Adam" whether Adam, Adams, Adamson,
Research Team
We are in the midst of joining the cloud from our desktop version. We haven't even started training yet, but my initial thought is that It would be great if Junxure can also include "Research" as a role and remember that Junxure should be Research Department
Actions Grid - Limit Number of Lines in Action Note Column
In the Actions grids, the ability to limit the number of lines that appear in the Action Note column would be helpful. We only need to see a line or two in the Action Note column. This way more rows of Actions can be displayed, especially in the Past
View all subfolders/documents when root folder is highlighted
We have a system of folders and subfolders set up in our Junxure Documents. When a document is saved in a subfolder, it does not show up when the root folder is selected (you must double click the root folder to expand the view to show subfolders and
Width of Grids
Have a way to control the width of grid rows. When there are a lot of Action Notes, for example, those rows can get quite wide, which limits visibility of other actions in a grid. Thank you.
Investment Model
I would like to have the Investment Model field be added to the Engagement Tab so our advisors could see the objectives and models listed together for a quick reference. Thanks.
Box.com Integration
Would love an integration with Box.com. We store client files in Box and use Box for secure document transfer. Thank you. - Juan
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