Automatic Tamarac Asset Import
It would be nice if the Asset Import we do from Tamarac would be an automated process instead of having to manually run the import.
Reassign specific recurring actions from one user to a different user.
Would like to be able to select recurring actions from the "Recurring Action Definition" grid and bulk change who they are assigned to (to a different user). We have hundreds that we would like to change and doing this one by one is incredibly ineff
Add all info from household into person one
Instead of being asked line by line, address, email, phone, could there be one button that says add all of the information from record into person one. That would save a lot of time. Thank you.
Review ALL email addresses in an email for email archive.
I understand, that when we send an email using "Reply All", Junxure only looks at the first email address and processes it for email archive if the email address exists in a contact record. I suggest all the email addresses in the Reply All are analyzed and email archives are made accordingly. It is very misleading for team members who look at email history. With a possible "Reply All" situation, it's impossible to determine if a reply when out by looking at email archive history.
Grid Defaults
It would be awesome if each employee could have their own default grid template and set it up the way they want.
Add Action Subject to Workflow Monitor Grid
Sometimes there are individual tasks that are in the grid. It would be nice if we could see the Action Subject in this grid. I would like to request this addition.
Make all text in action note searchable
Currently when you use the search box (or advanced search) on any action grid, only the first 500 characters of the note field are included in the search. This should be expanded to include the entirety of the note field.
Record Search
filter by more than 1 item. Example filtering multiple record names that contain last names: smith & weissman & roberts
Global Recurring actions
Be able to to create Global Recurring tasks by a classification. e.g., for all Platinum Clients create a recurring action to review estate documents every 3 years
User Lockout Notification to Administrator
Hello, When users are locked out of Junxure due to failed log in attempts, I the Administrator am unaware until the user contacts me. Suggestion: Add a feature that emails the Administrator when any user is locked out of Junxure.
Additional Filter
On the Record Search Bar at the top of the Junxure screen, could you add a filter, where you can default search only select Owner Groups? For instance, I have global access to all Owner Groups in my office (over 25) but I mainly support only a select
Adding an Annuity tab under Quick links
Please add a tab that says Annuities under quick links. this would function much like the Insurance tab and allow for general contract information an annuity might have.
Contact Report should be in Alpha order
Please change the contact report to list records in alphabetical order rather than in Record ID order.
TD Ameritrade Veo link within Junxure is going to the "old" site
TD Ameritrade is phasing out their 'Old" VEO and moving to VeoOne. When I click on my TD link in Junxure- from the dashboard and within the account area- it only lets me log into the old site. We use the VeoOne site- can you update the links to go to
Record information on Email History Report
Please add the record information at the top of the Email history report. If there are no emails that generate during the time frame, there is no indication on the report of which record you ran the report on. Thank you, Chelsey
postpone alert to due date or start date
in desktop we could postpone an alert to the due date...for actions that may be 2-3 months away...say for instance a client says on Oct 1 to journal money for my roth IRA contribution on 1/2 we could setup the action for the team member to do but when
Viewing Emails
Hello, We would like to request a change within Junxure Emails. HOW USER ACCESS EMAILS From the Pending Actions Screen, open the action that has been assigned to them. Once open, they access emails that have been captured via the Linked Items section.
due date alerts
It would be nice if we could set an alert to fire on the due date of an action.
Insurance Report - Include Beneficiaries
When building an insurance report, I would like to be able to include the beneficiaries on it. If you could include that in fields to be included on the report, that would be awesome.
Ability to select and print multiple emails
It would save us a lot of time if there was a way to either print the emails directly without downloading and/or have the option of selecting multiple emails to download.
Field of action template hard to edit
We wish that for workflows we could add details in a different color more easily or do something to highlight comments or the most important instructions for that particular case so team members could find it quickly. Now we need to navigate to the menu
Orion Integration to push client data - would initiate digital acct opening
We love Junxure but really want to see deeper Orion integration. Schwab and TD now both allow digital account opening directly from Orion. The problem for us is that Orion can't pull the Client/Household Data in to Orion to start the process like it will
Action Triggers
It may be useful to allow certain events to trigger the assignment of an action/workflow. For example, if workflow A is completed, the system automates the assignment of workflow B. Likewise, if a client's address is changed on their record, it could
Attaching things to Actions
It would nice if you made it easier to attach Assets, Opportunites, etc to Actions. Right now to attach, let's say an Opportunity requires me after clicking on the Opportunity link 1) scroll to the right when the pop-up box appears(should be no scrolling
Asset Type Issue
In the financials section under Assets, every asset has the "Asset Type" of 'Financial Account', and we can't change the Asset Type. This is a problem, because when we run the Junxure-created-report under Asset Reports called 'Personal Finacial', every
How to modify defaults for mobile actions
Is there a way to update the default settings for mobile actions. I can't find it (mobile action) in the workflow setup.
Docstar Integration
We use Docstar Cloud as our Document Management System. Previously (before Docstar and Junxure went to the cloud), we were able to move documents from Docstar to Junxure by just clicking "Send To" in Docstar and picking the folder we want it to go in in Junxure. Being as though they are both on the cloud, we can't do that anymore. Is there a way (besides downloading and uploading) you can integrate them? Will we be able to send documents to Junxure from Docstar and vice versa?
Orion ID
Please allow the new "Orion ID" field from the Record Summary to be added to the records grid as its own column.
rotating anchored pictures in JX Cloud Email Template
We send out a quarterly newsletter that includes pictures. JX Cloud Email Templates don't allow rotattion an anchored picture. When uploading the template into Correspondence, the pictures will rotate as they were in their original saved state instead
Insurance Type Field
Can we add Annuity to the drop down for Insurance Type?. Unfortunately, Insurance Type is NOT one of the fields on List Maintenance we can change so we need it added. We have over 100 annuity policies entered that are all marked as Life which makes it
AUM Calculation
Is there a way to have "non-managed" accounts taken into AUM consideration when calculating total AUM for the dashboard?
Documents likned to Financial Accounts
It would be nice to link documents to specific a financial account to meet book and records requirements. Dave
Multiple Delivery Correspondence
When generating letters to clients, it would be nice to have the ability to also elect e-mailing the merge & saved version to the same selection of clients as an attachment.
Notes Section: Profile Personal Notes section
When entering Profile>>Personal>>Notes section We have a team that stores vital client information in this location. The only issue is the window in Edit Mode is very small. See Attached Example. Would it be possible to allow users to expand this window
Integrating PreciseFP
Hi We'd love to be able to integrate our PreciseFP subscription with Junxure. Thank you! Debbie
DocStar Integration
We would like a DocStar integration to make storing files easier and more convenient. It would help to streamline our document management process.
Laser App
When using the Laser App Integration in Cloud, the data that is sent to Laser App cannot be saved as a Laser App Contact. As it currently stands, all Laser App Contacts are completely wiped out when you use the Laser App Cloud Integration. Suggestion
Stop opening a new tab
Is there a way to stop a new tab from opening when clicking on the Action ID in an Alert?
Taxes Tab
Would love to be able to add charitable contributions to the list of information as well as to be able to see some more of the information listed at first glance instead of just "Year" "Belongs To" and "Tax Liability". Also a separate section for tracking
Document Sub Folders
When accessing the document folders, it's not easy to identify which folders have sub-folders within them. There is a very small line on the folder icon that indicates there are sub-folders, however, It's super tiny and hard to see. Suggestion 1: When
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