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
Return to List button needed in Insurance and Assets workspace
Hi. Please add return to list function in the insurance and assets workspace. As it is, we have to use our browser back button to return to the the insurance or assets lists.
Working from the Assets Workspace add a return to Workspace Icon like Records
When making multiple updates from the Assets Workspace, I click on an asset and I brought to that specific Asset page. Once the user finishes making updates it would be nice to have the return to list icon similar to working with records. See attached
Social Media - Instagram
Can 'Instagram' be added for a contact's social media option? Thanks!
Firm Default for Old vs. New Layout
Until the old layout is no longer available, it would be nice to be able to choose on the firm level which layout we want our users to use. We still have some users sticking with the old layout and not learning the new layout, which also means they're
QCD Tracking
I'm curious to know if/how others track QCDs in Junxure. I've tried adding action tags, record tags, and a QCD template - but no one ever seems to remember to use them. Any suggestions?
Feature Request: Excel Editing capabilities online
It would be very helpful to be able to upload excel spreadsheets and then edit them online and/or be able to upload word docs with excel spreadsheets embedded in them and be able to edit them online without needing to download and then re-upload.
Informational Contacts
It would be very beneficial if it was possible to pull a report including "Informational Contacts." As the person who does most of my company's data entry, I see the value in having Records if there is MORE than one other client using that attorney or
Contact Information
Following the recent upgrade to the Details> Profile Information, I noticed that there is no longer the option to choose the "Belongs To" option for Phone Numbers, Email Address, and Legal/Mailing Addresses. If one of these belongs to the wrong record,
A bunch of stuff
hello, We are going thru some major transitions in which about 5 advisors retired and the redistribution of those clients in Advisor Engine became quite tedious. Actions Scenario: about 75 Service Monitor actions were pending and I had select edit and
Handling multiple branches
I am trying to find the best and organized way to add a company and it's multiple branches, and then connect each rep to their branch. Any thoughts or suggestions?
Site Navigation Bar
Please, please, please make it an option to unpin the Site Navigation Bar on the far Left hand side of the screen. Any time you scroll over it, it brings up a menu and then instead of clicking on what you want, you click on part of the menu. It's such
Merging Records
If given a choice on what to merge from one contact to another the system should not delete the original record but just merge what information you are selecting. Or, you should be able to reverse the lost contact information and action history through
Contact Information Report
I ran a contact information report on all our clients records. It does not print alphabetically. I sent in a ticket and was told it prints by record #. However, it does not do that either, it is just completely random. Please allow the report to generate
Favorites - Please bring this option back
Hello, Within Junxure Desktop, we used the favorites section to capture security questions for clients so we can verify a clients identity over the phone. See Attached for Desktop Instructions. This feature allowed us as a firm to identify what security
Ability to have Pre-Set Questions available under Client Favorites
I have been asking for years for Junxure Cloud to add the ability to have pre-set questions or the ability to select from a drop-down menu of pre-set questions under the client's Favorites Section. Having to type out the same 10-12 questions over and
Increase Character Limit for User Defined Combo Fields
We ran into an issue where the character limit for a user defined field was not long enough. We have a combo list that has over 250 lines, but the characters exceed 4,000 so we're unable to upload the full list. Increasing this would be a huge benefit.
Add Table Border For Per Cell
Would like to have the ability to add borders around each cell to separate the rows and columns even more instead of only being able to border the entire table only.
Creating Links To Documents Filed in Junxure Cloud
In Junxure Desktop, we had the ability to create and use links to documents filed therein. This was quite useful. For example, when notifying an associate that an invoice needed to be paid, I simply would insert a link to that invoice in the email to
Duo MFA Integration
Is there any planned support for integrating Junxure with Duo MFA? I understand that there is a direct Junxure MFA setup, but it would be nice if we could limit the number of apps users need to authenticate. Plus Duo has a nice "Approve" push option
Multi Factor Authentication
Use Google Authenticator, Microsoft Authenticator, or VIP Access for MFA instead of SMS messages, which are still prone to vulnerability. But as long as you use SMS messages - how about just having numerals instead of letters? Thanks.
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