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
Sending Account Specific Mailers
There is currently no way to send account specific mailers. Idea 1: Create the option to send mailers, emails, and letters from the Asset Workspace and or the Report Assistant Workspace. Idea 2: We cannot create a template that references a specific account.
Laser App
Is anyone else using the Laser App Integration? It's a form filling software that maintains the most updated industry forms. However, their price just increased 59% with no added features. Does any one have feedback .... Are there alternative's to Laser
List Maintenance - Add where lists populate
The top window in List Maintenance shows only the lists that exist. It would be very helpful if you could add an additional column in that top window that showed exactly what sections in Junxure those drop-down lists exists. For instance, I could not
Omit button on Grid Workspaces
We can select all, select page, or select none of Records, Actions, Opportunities, etc. Sometimes you just want to omit a few things from the list you created, for creating tag groups or correspondence for example
Workflow Monitor Data
It would be nice to view in the workflow monitor the following data on the monitor work-space before expanding out the entire workflow. For both on the Record and Global level Workflow Category Workflow Description Next Action Subject Due Date of next
Contact Push to Orion
We have several records in Junxure that are related to multiple households in Orion. In doing the contact push, we would like to be able to connect a Junxure record to multiple households in Orion, so that changing the contact information in Junxure would
Navigation to our own records
Simple idea. I would like to be able to click on my log-in-name/email in upper right to go directly to my own record; click on my DBA name next to the Junxure logo in the upper right to go to my business's record. For quick navigation
ability to add hyperlinks to images in email templates
We send out newsletters from time to time. We like to include the social media logos such as Instagram, Facebooke, etc. and allow customers to get to those sites by clicking the logo. It would be nice to be able to do this from Junxure. I know we can
OAuth support for Exchange Online
With Microsoft announcing the end of Basic Authentication (and App Passwords) for Exchange online coming in October 2020, can we expect an OAuth authentication implementation from Junxure? Without this, we will lose the ability to send emails from Junxure. Announcements from Microsoft: https://techcommunity.microsoft.com/t5/Exchange-Team-Blog/Improving-Security-Together/ba-p/805892 https://techcommunity.microsoft.com/t5/Exchange-Team-Blog/Upcoming-changes-to-Exchange-Web-Services-EWS-API-for-Office-365/ba-p/608055
Current Grid Name in Use
I would like to see the name of the current grid template in use in the bar at the top. Multiple grids are very helpful in organizing data in easy to read format but occasionally I forget which particular grid I'm on and having the name listed would be
Communication Preference
We would like to see the communication preference in the record summary area. When we're contacting clients, we usually don't have a reason to scroll down past the record summary so it would be helpful to see right away what their communication preference
Constant Contact Integration
It would nice to bring over from Junxure to Constant Contact the contacts Birthday and possibly some UDF fields or other date fields. To utilize the Birthday & Anniversary automated email feature in constant contact.
Cash Flow and Goals
Having a cash flow report is essential to reviewing income/expenses with clients. The Personal FInancial report is the closest thing to the cash flow statement in JxDesktop but it not detailed enough. Goals are essential to the financial planning process
Restricting Action Editing
It would be helpful to be able to restrict a user from editing actions. I have set up restrictions by user group which include deleting actions but I am not able to restrict a user from editing an existing action. This would be a very helpful enhancement
Outlook Add In alert
Would like an alert when the Junxure Outlook Add in is not working, so we don't miss emails being archived to client records.
Email Message
A report listing email received and/or sent that were captured in Junxure that will also show the email message.
Letter Mass Merge
The ability to create a mass letter merge without it being saved in each record.
Make Document Storage work like Windows File Explorer
PROBLEM: Junxure document storage system is extremely slow by design and requires so many extra steps to accomplish the same thing that windows file explorer accomplishes in one click. Examples: 1. editing documents in microsoft office products requires
O365/Sharepoint Document Integration
Please consider building out an integration with Office365/Sharepoint that would allow our documents to be stored and accessible on our Sharepoint Online site while viewable in the client record in JxCloud. Working with documents in JxCloud is clunky.
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