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.
Download Documents in Bulk
A feature to download all the documents for a record in bulk. Makes it easy to share documents and files if we need to share with any outside parties for whatever reason.
Portfolio Center Users???
Are there any Portfolio Center users on here that import assets from Portfolio center daily?
Action Sequences with Multiple Parents to one Child
It would be great to be able to have an action sequence which has two or more steps which can be independently completed, but only generate a new child action after all of the selected parent actions are complete. i.e. Action Sequence: Send Welcome Packet
Workflow
I would like to be able to attach a blank form to a work flow so that we can fill it out and save it in junxure everytime we use that workflow
Integration with RingCentral
I’ve been searching. It doesn’t look like Junxure integrates with RingCentral. I see that a few people have put in requests in RingCentral’s support community. Apparently, for this, we need to go to Junxure. It sounds like some of the people have contacted
Workflow kicked off my an email merge
We initiate our client meetings each month by an email merge. We would love to them start our action sequence for meeting prep, but the email merge only allows single step or double step workflows. This causes us to have to manually add action sequences
Add "Last Updated" field added to the Assets Workspace for global reporting (please)
It would be very convenient to be able to go to our assets workspace and sort by last updated to see which of our clients' assets are due to be updated or if any have slipped through the cracks. I've already requested that this be done on the RECORD LEVEL,
Add Last Updated field to record level asset grid
1) Will you please add a " Last Updated" field to the Assets grid at the record level? There IS a "Last updated" field in the Liabilities window....not sure why that's not an option in the Assets window.
Document Search and Mass Edits
Ability to search the Documents area and apply tags to multiple documents within a specific folder
Integration with RingCentral
I'm switching phone systems and would love it if it would integrate with Junxure. I would mainly like the ability for a call to be routed based on who is listed as the CSR. According to RingCentral, they have all the information needed on their website
Best Practices
I would like to request an enhanced best practices section. We are an RIA. There is a lot of capability in the program for areas outside of investments that we will never use. So how about a publication on best practices for an RIA, for example? If that
Search in Assets for Manually added assets
I would like a report that will show which Asset have been manually added to Junxure an which Assets have been added through an Asset Import, and I would like this to be done globally on all records at one time. Our goal is to use Junxure more than we
Global Report on all client assets in Junxure
I would like to be able to run a global report on all our clients' assets. I would like to be able to search for and include in my report the effective date. Right now I can search on that field, but it is not available to include in a report. I would
Administrator Login
We need a separate Administrator Login. The issue is when a user gets locked out, there is no way to unlock that person without calling Jx, and since we are on the West Coast, Jx support is not always available when we need them. We need 24/7 suppor
Insurance Notes
The Insurance input has many small text boxes and can contain a lot of information. But the insurance note box is extremely slim. Is there a way to enlarge the insurance note box or make it a pop out for easier access?
User Defined Fields - Actions
We have setup user defined fields for appointment actions but there doesn't appear to be a way to print them with the action. We have quite a few so using the grid view (report) isn't really an option. It would be really helpful to incorporate the ability
Template Sharing
When creating grid templates, it would be nice to have the ability to share the created templates with other members of the team so they wouldn't have to create them all individually. The only current way to do something similar is to make a template
Custom Insurance Report Needs Beneficiary Information
I am trying to create a report that shows all our insurance clients I started creating a custom report. In the first screen, "Select an area you would like to report on", I selected INSURANCE. In creating the report, I found that there are ZERO beneficiary
Generating reports for Informational Contacts
There isn't an option to chose for the information contained in Informational Contacts. I am currently reviewing all records for consistency in formatting, etc. If I could pull a report for Informational Contacts, I could see what information is missing,
Pulling a report by type for phone numbers, email addresses, and mailing addresses
If there were a filter option for type of phone number, email address, and mailing address, that would be extremely helpful when verifying all information is marked properly . Otherwise, you have to open every entry to review.
Workflow Dates
I think it would be beneficial to choose which date the steps of a workflow would occur, more so than how many days after it needs to happen. For example, instead of choosing "5 days" after a task is completed, be able to chose "one week, on the first
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