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
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.
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