Saving Templates
When you go into a Template and add a column to it, and you want to Save this new template, it brings up the first named Template to save it to instead of the one you chose and are working in. It is too easy to over write that first template. Very frustrating.
Improve functionality of 'Sort' function in the Records workspace
I LOVE the feature of being able to sort various fields within the records workspace (such as client segment). However, I was just doing a demo for my team - we are newer users w-in cloud - and discovered it's not as user friendly as one might hope. I
Go to actions space when adding workflow
In the new layout, if I add a new workflow from the summary page, I then have to navigate to the action/workflow space within the record to get to the workflow that I just launched so that I can edit the first action, etc. Would like this to be faster,
Fix Highlight Colors (Back to How They Were)
The color options for highlighting text are not bright enough to draw one's eye like the old color palette was. For example, the yellow I just used in this message is no longer available in the new, updated look. Please put it back to how it was.
Reminders and FYIs - Ugh
So this is one of the biggest beefs we have switching from Desktop to Cloud. If we "FYI on Save," then everyone gets an FYI even for the smallest change, whether we want to issue an FYI or not. What's worse, we don't have "Reminder" Alerts like we did
Add a Feature That Does not Override Calendar Reminders
When creating a new appointment, Outlook sets a default reminder of 15 minutes. It is possible to disable this in your desktop app, but the CRM is bound by 3rd party permissions and settings so the default can override since the calendar connection is
Recovery for accidentally deleted items
You've seen it happen. The Download button is a mere millimeter above the Delete button and - whoomp- there it goes. We need a way to recover those documents that are accidentally deleted. Pretty please :)
Search option in Alerts
It would be nice if I could have the option to search for a client and see what FYIs/Alerts I have. I tend to have a ton of alerts and if I'm looking for a specific client it would be easier then searching each page and scrolling down until I find i
Time Spent on Client Record
Can we have a summary of time spent YTD and over the last year right on the client record?
Photo for household record
The photo feature for Person1 and Person2 is fantastic! Can this feature be expanded to include the Household record? Not highly important, but nice to have a pic of the kids/family that clients send since this is becoming more and more prevelent on a
Bulk Reassign Templates to position, not just user.
We can currently bulk reassign actions from one user to another user. In this same area, we can do this with the workflow templates as well. (Your support team didn't know this) Would be awesome if positions could be added to this list to select from.
Wedding Anniversary
Love having the Wedding Anniversary on the Summary tab, wonder if it could be on the Record Summary when there is availability of more than 15 fields. Currently being on Person 1 and Person 2 there are two fields to enter the one date that is the same
Record Design Idea - Move Classifications and Tags to a Widget
Please see attached picture below. I think a new widget for Classifications and Tags would clean up the record card and eliminate the wasted unused space (yellow highlighted area) on the contact cards for a tighter cleaner look. Also moving Integrations
Option to put Reminders into Actions
It would be cool to have a check box when making a reminder to put it into Actions. It could assist with note-taking, where you just want to jot down something quick and have a record of it in Actions. You could design it so the first x number of characters
Linked Addresses
How can I tell if an address is linked? Can addresses be linked between records? For example, a business is our client and many of their employees are also our personal clients. Can the business address be linked so that if it is changed it will also
Add Team Members to Column Chooser for Actions List
Currently you can add Team Members to the Column Chooser when viewing Records, however, they are not an option when viewing Actions. Please update so can add Team Members to Column Chooser when pulling Actions.
Record Primary and Additional Email Addresses
The Summary Record Card only indicates the Primary Email Address for the Record. It would be helpful to see the Additional Email for the Record from the Summary page. It would also be helpful if we could use both the Primary and Additional Record Email
Correspondence Editor
I would love to see some updates to the Correspondence Editor. Every time I do a mail merge I have to spend hours tweaking it correctly once it's merged to Word. When its just one letter it's not bad but for a mail merge of 300 or 400 letters its not
Moving Action from within a Workflow
The ability to move a single action from a (sometimes incorrect) workflow to the proper place - without moving the entire workflow - would be very useful.
Failed, Cancelled or Completed
We need an option to mark an action Failed or Cancelled instead of completed. There are times when we decide not to do an action or a client fails to do an action and we would like to be able to mark it failed or cancelled. It does not make sense to mark
Rename Folder
Hi, it would be really awesome if we has the ability to rename folders and subfolders. Names and items are changing all the time and it is really inconvenient to have to remove all of the documents to delete the folder to recreate a folder with a different
Age Reminder Report / Action / Email Digest
When a client hits a certain age milestone such as reaching Medicare, RMD, or UTMA(18) age it would be nice for the system to generate a reminder/action. It would be great to have a report that could be run showing a digest of the information. Maybe the
What happened to the "Birthday List" checkbox?
It seems to have disappeared with the updates. I tried to find it to add it back to the record card, but don't see anything like it. Are all birthdays automatically on the list now?
Change Redirect from Actions to New Workflow View
Please, Please, Please save me from making so many clicks.... When I click on an Action on the "My Pending Actions" or "My Past Due and Due Today Actions" Grids it directs me to the Workflow which is not part of the Record and the Record/Contact tiles
Filter By Date should include a Todays Date Button/link
It would save me time when I pull up a Grid with a Date Column such as "Date Completed" in actions to quickly select today's date or set it permanently for Today's Date. I want to see Actions Completed as of today by my team members, so I have to set
Macro Function
Can you offer a Macro button functionality where a macro can remember my clicks so rather than relearn Junxure every time, I can record a macro to remember the clicks for me?
Copying from Email template
Contents in e-mails templates cannot be copied and pasted into Outlook e-mails. Please make this work. Thank you!
Record Alerts
What happened to the record alerts in the new view? We cannot find the alerts ANYWHERE. This is EXTREMELY important information that has just dissappeared. Please make it come back. Our clients are mad at us now because we're not seeing alerts that tell
Gender Drop Down- More than "Male" or "Female" - Easy fix?
It would be a lot more inclusive if there was an option under the Gender drop down menu wasn't just "Female" or "Male". Some individuals don't identify with binary genders, but rather would identify as non-binary. It's an easy fix on the back-end.
Bug with Dragon Dictation
Please fix the bug with Dragon Dictation on Chrome. Apparently, I can't add anything to the Description box for an action when creating the action. However, when I reopen it after saving it, it works. Go figure. Worked fine for years, not sure what
Ability to FYI Additional Team Members
It would be very helpful to be able to FYI additional team members that we create.
Wedding Anniversary Field
This was a feature of Junxure desktop. I recommend adding it to the Contact or Personal Information section. Also, it would be helpful if the number of years was calculated, the way Age appears.
Wedding Anniversary Field
It would be nice to see Wedding Anniversary as a standard field, place more prominently within the record rather than relegated to a User Defined Field. Following that, having the one click ability to run a Wedding Anniversary report (like is available
Gender Drop Down Options
We have clients who identify as Non-Binary though our only options for the Gender drop down are Male & Female. It would be helpful if we could add to this drop down list or if Junxure could add Non-Binary to the list.
Activity Feed - Team Member Updates
It would be nice to see in the activity feed when we update team members on a record (Adv1, Adv2, custom team members). And, it would also be super helpful to be able to see what the changes were. For example, changed Adv 1 from person to person.
Scrolling down on drop menus
It would be very nice and super helpful if we were able to scroll down to access additional menu items instead of having to change the zoom in the browser, then reset when you're done entering the task. When you enter an add-on task to another action
Action Zoom
After a Junxure update (reflected on my end on 3/3), when editing an action, it zooms in/font becomes larger/becomes difficult to see action details without scrolling.
Undo
Is it possible to add an 'Undo' option throughout the program (actions, etc.)?
Summary Fields not available for changes..
If a record summary field is not included in the viewable summary we are unable to make changes after initially created. For example, if I do not include Editor Group. How can I go back and make changes if they chose the wrong group when creating the
Wedding Anniversary Field Bug
Hi - I just tried adding the new wedding anniversary field to the person summary card, but after I click "OK", we can't get any records to load, we just get a blank screen. Anyone else experiencing this?
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