Data Maintenance on Record Tags - Takes 1 hour to run 1 report.
Hello I'm finding it extremely difficult to maintain our database because I simply don't have access to pull the information efficiently. EXAMPLE It's time to clean up the unused old record tags in our database. In order to find out which tags are being
Save and Complete on Action
A button added to actions to allow someone to save and complete without having to click the button to complete.
Printing Documents - Allow users the option to print multiple documents
Allow users the option to print multiple documents at once. When prepping for a client meeting Teams need Several documents and actions for a full history of the clients most previous interactions. Example: We would like to open the documents tab select
Add a Robust Reporting Integration Like Power BI or Qlik
Junxure offers a lot of basic reporting options however, I'm often unable to provide the requested reports Financial Advisors need without exporting several table's from Junxure and creating an entirely separate database. When we had desktop I was able
Feature to import Record contact info into iPhone contacts
Since many of our clients/prospects are saved as contacts in our phone, can a feature be added to import/Export Record data such as phone numbers, emails, and addresses into the iPhone contact? I understand that the point of the CRM is to house that data,
Junxure Mobile
Ability to sort actions by date on junxure mobile
Previewing an attachment
Given that I send out multiple reports to clients monthly, by attaching them with password protected files, it would be nice to preview the attachment to 1) make sure that my password protection is correct, and 2) make sure that the correct client file
Revert to e-mail opening in a new tab!!!
PLEASE --- when sending an e-mail allow that to open in a new tab. The current system of taking you out of hte workflow is awful...especially when needing to add dependent actions. If you don't catch it, you complete the action then send the e-mail and
Deleting Record / Documents
For Compliance reasons - we need to delete records (not just archive). If I delete the Record, does all their Documents delete as well or does it stay in our document storage? Or do we need to delete all the Documents first before deleting a Record?
Document Storage
A great way to manage documents on Cloud would be to utilize SharePoint, or a different software, similar to how the P-drive was utilized on desktop. Document mangement/storage seems to be a huge issue with Cloud that almost all users struggle with. It
UIPerson1ID & UIPerson2ID Fields
Please add UIPerson1ID & UIPerson2ID Fields to the Records Grid as available fields to choose. The GUID fields are already there but they are incredibly long and hard to work with. This would help us tremendously.
Add address book to email function
Currently to add a colleague/another advisor to an email, you have to type the entire address each time. The function should be there to choose from an address book to add frequently used email.
Restore Deleted Action
Allow deleted actions and recurring actions to be restored.
Assigning Actions to Roles on The Record (ADV 1 & 2, CSR) Rather Than Users
At present, I can create an action and assign it to ADV 1, ADV2, CSR. However, it appears that doing so simply assigns the action permanently to a user, rather than assigning it permanently to the role that a user has assumed. For example, if I create
Increase upload capacity from only 25MB to at least a Gigabyte
It's counterproductive to allow files to be uploaded to cloud but can only do 25MB. The file size must be increased to at lease 1 to 2 GB. Many important files which need to be attached are higher than 25 MB.
Gift Logs
Does anyone use Junxure to help maintain gift logs? Looking for a good way to do this. Thanks.
Alerts that show up as emails
It would be fantastic if we had the option to get alerts in our outlook emails.
SSN & TIN
Within a record. Have the option to put in a SSN or a TIN in the correct format or give the option to "remove the formatting" like you do for phone numbers.
Mass Recurring Action Workflow Reassignment
We have 300 recurring action workflows. The second step is assigned to an employee who was terminated. I now have to login separately to every client record and update the employee. Need to be able to do this on a mass scale.
Record Relationships
Add functionality to correspond to people using the 'Record Relationship' tool in the Records workspace.
User Defined Fields
I would like to see the _ (underscore) be removed between the words in the Fieldname. The is the only place that I have seen the underscore used for a space. It makes for a messy grid and hard to read.
Ability to copy workflows in "Being Edited" status
Current: When we want to create a new workflow template, we have the option of copying an existing template in the Workflow Setup area by clicking the "Add Existing" dropdown and selecting a template. Workflow > Workflow Setup > Add New Template > Add
See future pending actions
Is there a way to see an employee's future pending actions. We need this.
Ability to have documents automatically save into folder in a Records for new clients
Ability to have documents automatically save into a folder in a Records for new clients. We keep a working document in all client folders so it would be nice not to have to add the document every time we create a record.
Document Upload MB Limit
The document upload feature in the cloud needs to have a much higher limit than 25MB. As a financial firm, we frequently save application/document bundles which exceed the allotted 25MB due to the number of pages in the bundle. This is troublesome because
Ability to Download Folders & Doc for a Record
We would like the ability to download the the folders and all documents from a client record. We used to purge our former clients from Jx Desktop and would like to be able to do the same in Cloud. We don't want to download document by document or pay
Birthdate - Action
If I am in an action, and I quickly need to see the birthdate of a client, why not have the full birthdate in the Open Summary drop down instead of just the month and day? Now, I need to open a duplicate tab, go the the client to get the information.
Requesting ability to manage Email Attachments Within Junxure (instead of having to go back into Outlook)
Current situation: if we accidentally post an email to the wrong client record, there is no way within Junxure that we can move just the email attachment to and action in the correct record. We have to download the email and somehow get it back into Outlook
Scheduled Updates
It would be nice to have a list of scheduled updates and what those updates will include. Currently, I feel like we're blindsided when there is an update.
Images in notes
It would be nice to add an image in a note. Not just attach it.
Engagement Tab
Our advisors would like to have a "Client Profile" to include particulars. To date, we have an assigned Action Workflow dated far into the future to maintain its position at the top of the Actions screen. In a meeting today to discuss the Junxure Drive
Passing phone number as argument in address bar for search
Is there a way to pass a phone number as an argument in the URL to be able to search junxure contacts for that phone number? We are trying to integrate junxure cloud with our phone system to be able to pull up a contact in junxure when they call in to our phones. We were able to do this in the past with Junxure desktop by sending the phone number as an argument when opening junxure. This worked great for us in the desktop version and we are really missing this feature in the cloud version.
FYI trigger for email capture
We are trying to use email capture, and would like the CSR to be notified when an email msg is sent to the advisor. With the workflow setup to capture email, although the FYI field has CSR selected, no FYI is triggered. (Worked with someone in support
Mtg time & location link from Outlook to Junxure
When we schedule a meeting in Outlook, the Outlook Add-In creates a Junxure task for the meeting with the Due Date being the meeting date. We would also like the meeting time and Location (from the meeting in Outlook) to be added into the Notes section
birthdays from Junxure into Outlook calendar
We would like to have the birthdays from the records in Junxure populate into our Outlook calendar so that when looking at the Outlook calendar, we can see the clients' birthdays there. This would really help for our client service.
for Junxure Cloud - expand/collapse action items to show only the record names
Right now when I click on the expand/collapse icon (far left on the dark gray bar), it only expands or collapses the "work area" where the actions are listed. It would be very helpful to have a button to globally collapse all records to show only the
Integration Request for FMG Suite
It would be nice to have an integration with FMG to share contact data with them for marketing purposes.
Manage an Email
Hi Junxure Team, When we “manage” an email from one action to another action, the email manager pops up and clarifies, “are you sure you want to delete the email from the original action?” After we answer YES, it will delete the email but it leaves behind
Delegation of Actions for Time Away from Office
Need the ability to delegate tasks assigned to an employee that is out of the office temporarily. This should be a standard function with a time limit, etc.
Assets Data Change Tool - please add a Select All option
Hello, It would be great if the Assets Data Change Tool had a Select All or Select Page Option. See attached image example
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