Bulk Action Updates for Opportunities - Grid View
Hi, I noticed that the bulk action feature is available for both Records and Actions, but not for Opportunities. It would be incredibly helpful to have this functionality for Opportunities as well, allowing us to bulk update the statuses for multiple
Fidelity Integration - major functionality flaw
The Fidelity Integration only works if the account number has no dash in it. However, Fidelity uses dashes in the account numbers and delivers that account number as such to thrid party integrations. We use Orion to pull in data to Junxure. PLEASE F
Meeting Monitor Report request
Please fix the Meeting Monitor report so it ONLY shows records that the user has access to. We have records in User Groups that are only meant to be seen by certain people within our company who have permissions those User Groups, yet the otherwise restricted
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
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
Contact Export to Outlook
In Desktop, we could move many emails, addresses and phone numbers to outlook. This allowed a full sync to our phones and thus the ability to contact BOTH husband and wife, client 1 / client 2 in a record. It is bascially useless to only bring the record