Document Delivery Preference Button
It would be helpful to have an option to indicate how our clients prefer to receive paperwork/documents (i.e. paper versus electronic delivery). Is this something that could be added to the basic info area in addition to the communication preference option.
"Today's Date" in the Calendar Pop Up
Would it be possible to add a "Today's Date" in the calendar that pops up when you are selecting a date in Junxure? When I am updating the Assets information, often times, it has been about a year since my last update. When I go to choose the "Effective Date", it would be helpful to have a "Today's Date" or something along those lines so that you can easily select the current date. Otherwise, you have to clear out the existing and type in the current date OR click through the calendar to get to today.
Actions: Service Monitor Check Box
When completing an action that fulfills a Service Monitor item attached to the action, the checkbox should remained checked when returning to the completed action. If I return to the action on which I checked the service monitor box, it appears I have
allow assignment of same activities to a "pool" or distribution list of Junxure users on my team
I have a two-person service team. It would be great if I could assign an action (prepare acct opening docs) to both members of the team, so that both members can see the action, one can complete it and then it drops from both of their to-do lists. One
Is there a way to filter by multiple criteria?
For instance, contains Mike OR John OR Joe? I'm trying to filter a list of actions by assignee but I would like to see multiple assignees, not all. Thanks.
Is there a "Last Edited" or "Last Changed" field?
I'd like to be able to search and sort actions by the last time they were edited. Is that possible?
Embedded Hyperlinks
When adding hyperlinks to various parts of the system there seems to be some lack of functionality. For example, when inserting a hyperlink in an action\workflow notes section, you can only insert the URL and are not able to alter the text that shows.
Adding a Custom Field - Web Forms
We would love to be able to have a 'custom field' or multiple to the Web Forms portion in Junxure. We would be able to utilize Web Forms more effectively in adding this. Thanks!
Resizing an Action
It would be very helpful to be able to change the size of an action so you can read more notes. When you open an action to make edits you can move the box around on screen, however, you can't change the size of it. After you have made multiple note entries
Default Font Size
Allow user to change default font size for actions or increase it globally. Size 8 is too small.
Reporting in Excel
It would be REALLY nice if I didn't have to format reports in Excel every time I run one. It takes me forever just to get it to look half-way decent to present in meeting. This is a waste of my time, especially when I have to rerun a report more than
Enlarge Record Summary Card
Please make the Record Summary Card in the new view BIGGER, so we can see all of the information it contains. There is plenty of room to make it wider now that the navigation menu/dropdowns are at the top Thank you! :)
Next Scheduled Meeting
On the Meeting Monitor Report you have a column titled: Next Scheduled It would be helpful to be able to add this field to the Record Summary Card. On our Summary Card we have the Last Meeting listed and how nice it would be to see when the next appointment
Last Meeting Dates
Currently, when it is working correctly, the Last Meeting Date Field pulls from the most recent Meeting action's closed date. We are using the Due Date as the date of the meeting. Sometimes it takes some time after the meeting for the advisor to complete
Webform Enhancements
Hello - just got off an "Ask the Experts" call and learned that webforms are really one-time use forms with the sole purpose of adding prospect to Junxure. While this is helpful, it seems there is a HUGE missed opportunity for Junxure to provide a meaningful
User Defined Filed in a different section of the Record
am I able to put a user defined filed in a different section of the record? For example, I created a user defined field for Wedding Anniversary and it currently show in the user fields section of the record. Can I make it so we fill in the anniversary
Default Landing Page Option
It would be ideal to have the option to set our default landing page to Record Action when clicking on any given client.
Record Name Always Visible
Our company's workflows are significantly large in size and it would be very beneficial to have the record name in a freeze pane so we can always see which client we are currently working in without having to continually scroll up and down. Thank you
Grey checks and x's on Workflow monitor - Bring back Green and Red
In the latest version (I know you did it for aesthetics) both complete and incomplete steps in a workflow are grey. On the workflow monitor tab can you change the checks and x's back to red/green. It is really hard to review our open processes because
LaserApp Integration
When I use the LaserApp integration, the data imported to LaserApp isn't persistent. Can that be changed or added as an option? Paul Harris
Date Formats in Correspondence Assistant
In the Correspondence Assistant, Mailings, Insert Special Field, Date Field, the current Date Formats do not offer the standard 'Month Day, Year' option (ex January 25, 2022). Would be great to have this option.
Asset Import not importing accounts as Managed Accounts
We currently import our asset information from Portfolio Center. I recently discovered that when we import new assets they do not default to mark as a managed account. Apparently there is not an available field for the PC import to do this. It would be
Comm. Pref.
It would be helpful to have Commication Preference (in Basic Info) available as a field to add into the Summary Card. Please consider this. Thank you.
Have all listed accounts default to 'Managed' so they show up in AUM totals
We recently moved from desktop and were very unhappy to discover that with the move to cloud, none of our client accounts show under the AUM on the client summary page unless each and every one is opened and updated manually to check 'Managed'. (Note:
Ability to deactivate a firm-wide grid default
We would like the ability to deactivate a firm-wide grid default completely. Once a grid is saved as the default, the only way to adjust it is to make another grid template the default. But we would like to remove the default completely. When we started
Printing Letters from the Correspondence Tool
When a user creates a letter in Junxure they generally want to print and mail said letter. It would be great if we could print the letter once it's complete. Current Process Mass Mailers - We have to wait for Alert option to display the letters or go into the action that captured the letter to print it. Single Letters - Create Letter using a template and then you have to close the letter, go back to the action and download it to print. In summary, a print option when creating letters would be
Feature Update - Correspondence with Junxure & Outlook
Hello! This is a general update within Junxure that I think would be beneficial to all. A automated link from Junxure to Outlook based off the Service Monitor Report to allow clients to access their advisors calendar and set a meeting when one is due.
Last Meeting Field on Record Summary Page
When working correctly, I understand the 'Last Meeting' field on the summary page pulls the date the last 'Meeting' type action was closed. Is there a way to populate this field with the 'Due Date' field instead? When creating meeting actions for clients,
Spelling and Grammatical Errors
I just submitted the following topic and see the bottom has a grammatical error " You've this problem". There is definitely something missing in this sentence. Also, I previously discovered a misspelling for the word 'Search' (spelled as Seach without
Recurring Actions: Default Assignment is set to <employee creating="" action="">
Here is the warning that is listed for SM, Recurring and Integration RE: creating the workflows: Attention! If you are creating a Template that you intend to use in any automatically repeating service such as an Integration Alert, Service Monitor, or a Recurring Action, you must ensure that the Assigned to field for every Action step is populated with a User or Employee Position (e.g., Advisor 1). Do not use <Employee Creating Action> or it will not be properly assigned (since the “Employee” creating
Be able to highlight/edit fields when sending an e-mail from an action
When creating an e-mail from a workflow, we've noticed it is almost impossible to highlight an e-mail address to replace or edit the field (for example if you want to correct a typo). You can click to the right and slowly hit backspace to remove one character
In-Line Editing - Workflows > Record Actions Grid
It would be helpful if we could do in-line editing in the action subject field and/or action note field in the record actions grid screen.
Actions Grid to Include Workflow as Data Column
When looking at the Actions Grid, it would be helpful to be able to include the Workflow name as a data column for searching/filtering purposes and to know what Workflow a particular Action is a part of.
Logo
Would be nice to be able to add our company logo to the screen - possibly in the upper left side next to AE logo, instead of Advisor Engine listed on every page in that corner.
Attach a document to a workflow
It would be nice to attach a document like a word doc or pdf to a workflow.
Survey Service Integration
I have been told there are no survey services that integrate with Junxure. I would like to see if this would be helpful to others as well?
Quik Forms
Our Broker Dealer is switching us from Laser App to Quik Forms in January. Would like to see an integration for Quik Forms similar to the Laser App integration so that our information can still pre-populate in the documents.
Better print view of workflow template which action is dependent in which action
When printing a workflow from the workflow set up, I navigate to the workflow I'm looking to print. Then under the summary box, I would click on the print icon and a new screen opens with a new printable version of the workflow I'm looking to print. I
Closed Actions
When looking at closed actions - if you "click" on a particular action and then go back to the list (of closed actions) - you are returned to the top of the list of actions versus where you left off.
fpPathfinder
Please consider adding FP Pathfinder as an integration partner. Their Interactive Flow Charts are a great way to document action items for clients. Redtail, Wealthbox, XLR8 and Salesforce allow the completed flowchart to be saved directly into the CRM.
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