Ability to assign a specific Subject to Email Template.
I frequently create email templates for my firm and it would be nice to assign an email subject as well. When I use a template, I have to remind myself to add a subject and then try to remember the catchy subject I want to use to ensure clients read it.
Ability to make Alerts more prominent
It would be nice if the Alert section of a record was customizable, to make the alert red, bold, etc so that critical alerts are more prominent.
Assets/Withdrawl & Cash Target Desktop to Cloud lost functionality
We track and report on Withdrawals including the Withdrawal Amount, Cash Target, and Frequency for all Clients. However, within Cloud, we do not have an option to report on Withdrawals for all Clients like we did in desktop. The only option is to open
Asset Value
It would be nice to have a feature to mass delete all asset values so that when you brought a new Asset Import you could be sure to only have the most up to date information and not residual values for accounts that may not exist anymore.
Enable Record Linking to Insurance pages
Currently the Broker and Beneficiary lines are free type and there is no way to link them to Records in our system. Instead of being a freetype it would be beneficial to be able to link Records or even Persons.
Tax information - Charitable contributions
We would like to see a data point for charitable contributions for our records. We are gathering this information from clients and there is no place to enter it.
Document Download in new window
When downloading a document from Junxure Documents; the document should open in a new window. It is very frustrating to open in the same window.
Alerts for Child Actions
We like that there is no alert when we launch a workflow for ourselves (for the parent action), however when there are child actions launched later in the process, can we enable alerts for those?
Feature Security
Add more granular options not just tabs. I.e. SSN. DOB, more field specific
Landing Page to include notes
Is there a way to set the landing page when i open any record to include Profile»Personal»Notes as it is in the attached.
Advisor Signature Merge Field
It would be awesome if in the user profile (or wherever makes sense) you could save an image of each advisor's hand signature, and then have that hand signature be used as a merge field. This would be a big time saver because then you could run, in one
Adding additional data points to import from Black Diamond
We currently use Junxure for our CRM and have linked it to Black Diamond. There are certain data points we would like to be able to import, such as custodial data and discretionary account data. The only importable data from Black Diamond is under Portfolios
Complete parent and save when emailing
It would be helpful if one had the option to "complete parent and save" when adding an action that includes sending a correspondence.
Time Due for Actions
A helpful upgrade for Junxure users who recurring daily actions that need to be completed at a specific time each day would be to add a TIME DUE feature to Actions. This would allow the user to not only assign the Due Date, but also what time the Action
Time Due for Actions
A helpful upgrade to Junxure for users who have recurring daily actions that need to be completed at a specific time of day would be to add a TIME DUE feature to Actions. Ideally, Junxure would sort all actions due on a date my the time of day they are
Remind on due date radio dial
Inside of an action and next to the due date there should be a radio dial that gives us the option to remind the assignee on the due date. An action alert fires when the action is created but if you assign a due date a week or more in the future it could
Capturing an Email
Good morning! The people in my firm would really appreciate having the ability to automatically capture into the action body itself. Right now, Junxure just captures the email, but you have to click into the link to see the content of the email. Would
Workflow
I would love to see the Workflow function be more robust. We are trying to build a meeting workflow that will allow actions to kick off simultaneously that are due immediately as well as 2 weeks prior to the meeting date.
User Defined Dashboard One-Click Shortcuts
It would be nice to have a few "user defined" one-click shortcuts that you can add to the dashboard like TD, Schwab, Envestnet, etc. have. Basically I'd like to be able to choose a user defined one-click shortcut and then add a jpg of that site and the
My Opportunities
Needs a back button link to the grid after viewing an opportunity. Currently while in My Opportunities and setting a grid view and then clicking on an opportunity to view the details there is no back button to take you back to the grid view. When you
Record Relationship Tool Enhancements
The 'record relationships' tool need to be improved! More search options would be helpful and being able to correspond from there would be key.
Enhancement suggestion
TO be able to send letters from the Assets side. To generate mass email/mail after a search is applied once a search is done with assets.
Improve Recurring Action Setup
When I add recurring and pick a starting date, it would be nice if the fields in the "Recurrence Pattern" would update accordingly. I just added a recurring task with a start date of 3/1/19 that I want to occur every March 1, but the month/day fields
Provide option to use Outlook meeting subject as action subject
The biggest obstacle to effectively using Outlook as a tool for scheduling meetings (for us at least) is that when you create an action using the Junxure Calendar Tool from within Outlook, the action will copy the notes from the Outlook item into the
Update end date when start date is changed in Appointment dialog
This feels more like an actual bug than a feature request. Here are the steps to recreate: 1. Create an action. 2. Click the calendar icon to create a linked action. 3. In the Appointment dialog box change the start date. 4. "BUG": The end date remains
Connect due date and appointment date
When an action is linked to a calendar appointment, the due date has no real connection to the appointment date. It would be nice if there were an option to link the two so that if an appointment is added to an action, the due date for the action could
Make calendar easier to see when creating an appointment from an action
When adding a calendar appointment during the action creation process, the calendar is very hard to read. Here's what I'm experiencing now: 1. I create an action for a meeting. 2. After entering the relevant info on the action (title, notes, etc), I click
Email Column in "Records Not Automatically Matched" (Constant Contact Integration)
Add a column in the Constant Contact Integration Setup window under "Records not automatically matched" to show the email address that wasn't matched. I only have columns for Record Name, First Name, Last Name, and Commands, so for any contacts in Constant
TD Ameritrade Integration - ACH and Check Writing link
It would be a great benefit to have live data from TD Ameritrade funnel into Junxure Cloud showing whether or not there is ACH link, what bank is linked, and whether there is check writing. Currently, there is a way to add this information to an asset
Add Trust as a selection for the Balance Sheet Owner drop down in Assets
We have many clients that have assets that are owned by their Trust. Could “Trust” be added to the Balance Sheet Owner drop down. Could this be added to both the Financial Account Assets and Real Estate Assets.
Add Completed radio dial to the alert window grid
Add the function to select the completed radio dial in the alert window grid for easy viewing
Financial Account Type/Other Columns in Asset Linking Menu
Currently, when you try to link an asset with an action via the relevant menu, it displays the asset name, account number, and a few other pieces of information. If the financial account type column could be added, it would enhance convenience vs. relying
"Acknowledge Selected" Alerts vs Acknowledge All button
We should have a feature in the alert window to select alerts and acknowledge them simultaneously without having to individually acknowledge them. This feature exists with the "acknowledge all" button but an "acknowledge selected" button would be beneficial.
Expand email by clicking in grid row
Currently, when browsing emails, the user has to click the "+" icon to expand the row and read the body of the email. That "+" icon is a small target for clicking. I'd prefer the same behavior be applied to anywhere within the grid row. Click the row,
JX ClientView App
Some of our clients would like to be able to access their personal ClientView portal through an app.
Adding a workflow while in the Record Worflow
The last post for the day, I promise. When I get to an Action and that Action is to add an Action workflow based on circumstances (multiple options). So when looking at the Record Action Workflow and I go to Add Action and choose the Action workflow to
When editing a workflow Action it needs a "Save and Complete " Button
After Editing a workflow Action it would be nice to save the edited information and complete the action with one button. Both the "Save & Close" button and "Save & Add Related" Button would be nice. like when you add a note to action that sub actions
Ability to Print Report with and actions even when your browser is set to Automatically download PDFs
Currently if PDFs are set to automatically download instead of being embedded it will not print. The Checkbox inside (chrome://settings/content/pdfDocuments) if it is unchecked the print report button would work.
Documents - Modified Date
Please allow us to view the Modified Date within the Documents Grid. With the option to edit documents, it would be super efficient to see the date the document was modified along with the date created.
Service Monitor Reports- Ability to See Workflow Assigned
It would be nice on the service monitor report to have the option to see what workflow is assigned to what service.
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