Note Entries
Requesting a feature to make Meeting Notes, Phone Call Notes, or Client Notes more intuitive to enter. Having to navigate to "Tools" and then to "Workflow" isn't as intuitive because the entry of client notes isn't something one necessarily considers
Add Record Relationship Type to Column Chooser
When viewing the Records grid workspace, "Relationship Person 1" and "Relationship Person 2" are not options in the column chooser. Why is this? It would be nice to have these two fields added to the column chooser so that they are able to be export
Add an "Edit" Button to List Maintenance
Instead of an individual edit command, it would be nice if next to the "ADD" button if there was an Edit Button where you could select which values you would like to either change or delete. Similar to the change tools used for actions and records. Deleting
Dashboards - Create Custom Names for Each Card
It would be really great to be able to name each card that's in a dashboard. We're going to use this dashboard feature to monitor multiple queues at once, but at a glance it's hard to tell which card represents which queue. The only way to do so right
Reminders : New View
Please create a report for Reminders On the Record Summary Report, please add an option to display either Reminders or Alerts. Thank you for all your hard work! We appreciate the updates.
Report on Interests
Please add Interests as a grid column choice. I can use Interests in an Advanced Search but if I include more than one Interest at a time, there is no field to show which Interest each record has.
Adding Recurring Actions in Bulk
We have a whole bunch of recurring actions that apply to all clients and have the same due date. Rather than having to input each hundreds of times, it would be great if we could add recurring actions in bulk to all clients at the same time. Thanks for
Bulk Delete Recurring Actions
Would like to be able to at least delete recurring actions in bulk. I understand that adding in bulk could be messy when dealing with all of the recurrence settings, but being able to delete recurring actions we don't want to use any more in bulk would
Client Call Log attached to Record
A way to easily input call notes without using an action and/or workflow that is dated out forever so you don't loose it. Similar to the note section just labeled call log, you would have a time and date section and maybe even categorize it. This would
Cost Basis display on Asset Grid
Currently, there is no database field for the total of the cost basis per asset to be displayed on the Asset grid. The asset import function is importing the cost basis per position but it does not total the data and therefore there is no cost basis field
Date Field Filtering Enhancement
Provide the ability to filter a date field by month. By example, I am trying to report on premiums due in November, not just November 2022. We have a large book of business, and I need all policies with a November premium payment for all years, not just
User Profiles and Integrations
Hello, I would love to be able to see a list what integrations my users have set up without opening each user profile
Add an "And" option to the Grid Filter
Add an "And" option to the Grid Filter so that you can filter for more than one Classification, Tag, etc. at a time. For example, I want to filter all clients that have the tag TDA and RMD but have to do them separately. This will also be useful when
Custom Fields
We are not a fan of New layout for Custom Fields or of Contact Info Fields. Contact Info were easier to see when all contacts information was on one page. Both changes has increased time to get to pages to see information. Also with new Custom Fields
New Profile Information page vs Contact Info page
I like the idea of the new Profile Information page, but it is a bit overwhelming. I think it'll just take a bit of time to get used to the layout, and then I'll be able to fully appreciate it. However, I didn't realize that the "Contact Info" page would
Print "Other" Mailing Addresses
We have clients who have second homes which are marked as Address Type "Other". Is there a way to print a list of those "Other" addresses?
Citrix in email
We rely heavily on using Citrix to securely send files when emailing clients or accountants, etc. Not having this functionality in AE is a big issue for us. In this time of high cyber threats, having Citrix integrate with your email system is very
Retirement in Employment
Can you make zeros admissible in the retirement date field so that when we only know the year or month/year the Retirement Date field can still be used (e.g., 00/00/2022 or 06/00/2022)? If not, can you add a comment or note area so we can house accurate
IMPORT tool to update record data
Re-surfacing this topic... It is so unnecessarily time-consuming to update some data in the system. The top of my wish list is to be able to bulk-edit user-defined fields (and other fields) via an import. We've created these fields to give us valuable
Assigning an action/workflow to multiple people/group
Is there a way to assign an action to more than one person? Other CRM systems have the capability of creating a group with specific people in it (ex. advisors) and then assign an action item to that group.
Convert Opportunity to Relevant Financial Type
There should be a way to start the sales process in the CRM with the opportunity and easily transition it into one of the financial items (asset, insurance, etc), rather than having to just "link" the two items.
Contact Information Updates
The previous Contact Information layout had the option to assign a phone number or email address to a certain household member using the "Belongs To" dropdown. Under the new layout that was recently implemented last week, there is no option to choose
Viewable area in the Contact Information
After the latest release, I am no longer able to see in its entirety the fields populated in the "Email", "Phone", and "Address" areas under Contact Information. In my daily work, I routinely have AE open on one monitor and documents open on a second
Alerts Need Improving - To many Alerts that are useless
This topic and suggestion have been made numerous times in the past, but it is worth repeating. It is not uncommon to have 10, 20, 30+ alerts because of workflows with multiple steps being added. With so many alerts, it's easier to "Acknowledge All"
Document Management
How does everyone handle document management? We are struggling with no longer having our P-Drive and trying to find the best solution possible. With the limited ability to edit documents in Junxure Cloud, we typically pull them down to edit. We've been
Standard Action Form Features
The Standard Action Form Features in the Firm Profile/Firm Preferences displays a Font Type and a Font Size however, users are not able to make a change and save the information. Displaying the Font type and Font Size on the Standard Action Form Features
Cut and Paste from Word Into Actions - Keep Formatting
From one of our users: It would be so efficient to cut and paste a Word document which uses numbers/letters outline format into AE notes after a client meeting. However, AE makes gibberish out of the outline. Can we suggest that they fix their formatting
Add an ActionFYI to action launcher when action is completed
We would like an alert to generate to the launcher of an action when the action is completed, like would happen in Junxure Desktop.
Opportunities and Actions
Should be able to add an action and create an opportunity within that action without having to go through two separate steps and then linking the two.
Email Mgmt - Add Action Option
Our firm does not have actions automatically created with the email auto-capture. We instead manage the emails to an existing action if the email is pertinent or actionable. However, if there is not an existing action, we have to go to the client's record,
Add Assets/ Liabilities to the Document Template
It would be very useful to include more fields to merge in the Document Template. Currently, only the Record fields can be merged into document template. Enabling other fields would add more benefits to using the template as we can automate more data
Customize Left Menu
Hello - we are a shop with 18 years of desktop history migrating to cloud. It would be great if you could make (2) enhancements to the left-hand-side menu: 1. Have the option to collapse the menu (i.e. As it is available under the documents section.)
Action Tags
I think it would be useful to add a column in the actions grid that allows you to filter on "Action Tags"
Add 'Action Tags' as an option in Actions Workspace column chooser so we can see what tags we've assigned to our actions.
Currently, in the Actions Workspace, we have no way of seeing what Action Tags are assigned to our actions. 'Action Tags' is not available in the column chooser. We can see Action Type and Action Category, but not Action Tags. Action tags are really
Ability to see Action Tags in Actions Workspace Grid
Please add the ability to pull in our action tags into a grid....just like we can pull in our record tags. Grazie.
Add Actions Tags to Column Chooser
Hi. PLEASE add action tags to the action workspace column chooser. There are SO many possible used for this upgrade.
Allow Action Tags in Actions Grid View/Reports
It's not enough for the Action Tag to be a variable you can Quick/Advanced Search on. It would be very valuable to have my Actions Grid and reports actually be able to display the Action Tags connected to my Actions.
Ability to search workflows by action tag
We would like to be able to search workflows, so that we can easily find which workflows have which action tags. For example, we include a tag for the related year in certain workflows. As far as I know, we have to open each workflow in Workflow Setup
Exporting All Action Fields
We are looking to be able to export all action fields from Junxure grids. Currently we are not able to export Action Tags and Action Priority for each of our actions. We really want to be able to create custom reports based on these exports.
Assets Workspace - Return Button
Hello When accessing the Assets work-space, it would be great if there were a return to Grid button similar to the Records work-space. I'm currently working within the Assets Work-space and each time I click to view Asset details or make updates, there
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