Emails from Junxure - streamlining the process
I created a workflow for prospective clients. One of the actions involves sending an email. While the merge function will fill in the email address and complete fields in the body of the email, it would be very helpful if I could specify in the action
Default time for each email
Can we have a default time for each email like 15 minutes?
Add Functionality to Customize Address Types
To request under the "View New Record Layout" the ability to edit the home address field to be customizable to differentiate a Mailing Address vs. Physical Address under the Summary Tab. This would be helpful for clients that have a physical/legal address
Action - Add Drop Down in Notes Section
Request for ability to add drop down field within the notes section of the action. Trying to create a seamless workflow integration using the email option that uses correspondence templates and workflow template to send and email that gets captured and
Logging In
Before the latest upgrade, my email filled in automatically when I opened Junx. It's rather long and now I have to enter it every time I login and then my password pops up after I enter the entire address. Since I log in and out of Junx several times
Record Card - allow multiple emails & phone numbers
It would be extremely helpful if on the client record cards that we had the ability to display more than one phone number and more than one email address for each member of the household. The phone and email fields in Desktop, where you can view all
Recurring Actions
In Junxure Desktop, we were able to copy a recurring action from one client to another. I found this functionality very useful and it made it simple to setup a recurring task performed for a group of clients. Cloud does not offer this same ability and
Outlook and link to Action/Workflow notes
In efforts to keep our workflow/action history clean and consolidated, I occasionally "manage" emails to attached them to the appropriate workflow note. In the older/desk top version there was a second prompt that asked if the action should be removed
Acknowledge All for System Alerts
I'm using more email templates within AE CRM. It would be helpful to have an Acknowledge all button for System Alerts like Action Alerts. Thanks
Quick Search: Can we swap out INTERESTS category for something else please?
Quick Search: Can we swap out INTERESTS category for something else please? We don't hold many events so the category is kinda pointless but the tool is fantastic!
Linking Actions to Make them Related Actions
We use Related Actions a lot. For example, we use the meeting note as a "Parent" and all of the "Child" notes contain follow up. Sometimes, there are two Actions that are "unrelated", but I'd like to link them together to make them related. Is there a
Scheduling for multiple team members with the same calendar event
When scheduling a calendar event through an action, you can only select one calendar to put the event on. There are many meetings we have that include multiple team members and being able to select multiple calendars for which to enter the event would
Calendar view within an action
We currently use Outlook for meetings, events, etc. and link them to actions. When these calendar events are created from an action, after clicking on the calendar you must select whose calendar you are creating the event for. Once you select the person
Advanced Searches Criteria
Currently when you utilize the Advanced Search feature, you may select many criteria. I appreciate the breadth of information may be pulled. What would be great is if the logical operators for all the criteria selected didn't then have to be all 'AND'
Record Search Field
When searching for records in the Records Search field, there are times when results will only populate after you hit the space bar. It is inconsistent as to when this is needed and can be confusing and appear there are no results when there are. Can
Only Captures the 1st Email Address?
I just found out that AE CRM captures only the 1st email address in a group email. Please update so all emails are captured into their respective records. We email and set meetings with families. How can this be compliant?
Global Email History Between Dates
Hi Team, I am posting this on behalf of a client. In Junxure Desktop there was a Report called Global Email History Between Dates that gave the email history for all clients between a chosen date range. We do have this at the Record Level in AdvisorEngine
Calendar and Service Monitor
I would like the service monitor to be linked to the calendar. It would be nice to have the meeting auto-populate when the next meeting is due. Also, it would be nice to have the service monitor stay filled in.
Positive dating in workflow
We like using the negative dating in workflows so that various actions needed to prep for a meeting at auto-scheduled based on the meeting date. However, the limitation is this does not work for positive dating actions that will occur after a meeting.
Collapsible Task Bar
It would be very helpful if the Task Bar on the left were collapsible, so that we'd have more real estate available for viewing Actions and grids. It would make for less scrolling and give us the ability to see more on the screen at the same time.
Postponing Alerts
It's great that we can now postpone to due date BUT can we do that for all types of alerts and not just actions assigned to you. The way you could do in desktop. Desktop gave you the option to postpone to due date or a date of your choice no matter the
Uncompleted action notification
It would be a great option to receive notification if an action has been assigned to another member of the firm that has yet to be completed within a certain time frame. Example: Advisor Joe assigns an action to Planner Kenny with an expected completion
Web Forms
Hello, Thank you for Web Forms. With a few enhancements I'm sure we will one day be able to utilize this tool. We source prospects from different marketing campaigns. See Examples 1. Sage Rutty University 2. Individual Advisor Websites 3. Constant Contact
Enhancement Request - Action Level Security
Would like to request action level security to protect data within an action type and limit access to a select group of users.
Option to customize "created by" in service monitor workflows
I'm told that any actions created by the service monitor are set as created by the first person who logs in after that action is created. It would be nice to be able to select who we wanted them created by so that if we searched for actions created by
Completed Action Alert
Junxure desktop had the feature where the person who entered an action would be automatically FYI'd when it was completed. This would be very helpful in Junxure cloud, even if it was an option you could select when entering the action.
Add time zone field next to phone number
This will help us be mindful of a client's local time before calling. The field could auto-fill based on their zip code and be located next to phone number, where we could be looking when calling. Also expect it could be edited for clients who may split
Add Estate Planning when you are not part of the editor group
We had to change the editor groups in response to an SEC deficiency letter around e-signatures and putting proper checks and balances in place to ensure no bad actors were swapping email/phone to sign documents on behalf of clients. We weren’t doing this,
User Defined Field linked to Record card
Currently the "Last Meeting" field on the client's Record card is updated when I enter a new action with the Type "Client Meeting" selected. It would be very helpful if we could link other action "Types" to User Defined Fields. For example, if we use
Record Configuration
Thank you for all the awesome updates! As the Administrator it would be great if I could create a view and push it to specific users. Perhaps we could select by user or department
Workflow Setup Column wanted
In the Workflow setup screen, it would be phenomenal if the ability to have the assigned listed as a column in the table. Allowing us to filter to specific assignees.
Alerts/Reminders Issue Within Actions
When going into an action from our actions list, I have noticed that if something was put in the old system under "Alerts" that it will show up on the screen above the action. However, if something was added to the new layout under "Reminders" this does
Anniversary Field
It would be nice to have an Wedding Anniversary Field added to the Record's expanded area. With a calculation of years married like the Age field and a report like the birthday report of upcoming wedding anniversaries. Also a field calculation of "Yrs
Navigation Feature Move Request
I was wondering if we could customize the Navigation Feature to move from the left side to the right side. Using dual screens and prefer to have AdvisorEngine on the right screen but every time I mouse over the Navigation Feature will pop open and currently
Default Font Size
It would be nice if you could set at the database level a default font size for anything you type in an action. The system always defaults to size 9 font and I always find myself changing this so the font appears larger. Thanks!
Hanging search box
Can you please make it so that the search box doesn't remain hanging and therefore blocking the text behind it? Thank you!
Tab function in actions
The tab function only seems to work when using bullets in actions. It also changes the bullet type. I understand I can highlight a line then indent using the indent key but it would be helpful to be to use the keyboard 'Tab' function.
Vacation date field
Please bring this back with the alert the way it was with desktop.
Overall legibility of Junxure
Coming from Junxure Desktop, Junxure Cloud is much less user friendly when it comes to overall view. I find I have to constantly zoom in and out, depending on which screen I am on, to be able to see and work effectively. This is a much less efficient
White Space Between Rows in Action Text Box
Can the white space between the rows in Action text boxes be decreased? It's a waste of precious space in the Action. Thank you for your consideration.
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