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.
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
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