New Address in Asset field
When I select New Address when editing a property in Assets, it won't save the new address to the asset.
Enter key vs click of mouse when adding a new record
It would be great if you could change it so that all entries can be finished with the enter key rather than needing to move my hand over the the mouse. For instance when selecting the state in an address I have to click on it. So even after I type in
colors for workflows
in the old juncture desktop, we were able to customize with colors, which was easier to read.
Assemblage
Is this an integration with Assemblage on the radar for 2022?
Record Card Font
Please provide us the option to change the record card font. The record card font in the Record Layout Configuration is Sans Serif. That is our preference. But the new record cards use Serif font. Thank you.
Sandbox Environment
The majority of the experience I have with CRMs is from Salesforce and one of my most favorite features from it was the ability to create a "sandbox" environment. It allowed users to play around with layouts, make charts, dashboards, and reports, to get
Creating MSFT 365 email from an action - ability to add Add'l Emails
When creating an email from an action in Microsoft 365 it would help greatly if we could select both Primary and Additional Emails associated with that contact as recipients. It's very cumbersome to have to manually locate additional emails, should be
Checklists
Create a checklist prompt. With the best interest regulation, advisors have to be sure any rollover recommendations are in the best interest of the client. To do so, it would make sense to have checklists embedded into or on top of the action, requiring
Adding Mother's Maiden Name to Personal Info tab
Our primary custodian require us to add our client's Mother's Maiden Name when completing account applications. It would be helpful if the Personal Info tab had a field for this. This would allow us to add the Mothers Maiden Name for both the Client and
Email Management Idea
It would be very helpful to have the complete, captured email text populated in the body of an action item. It would be easy to scroll through action items, scanning notes and emails in one area. Downloading and opening individual emails is clunky and
Change Meeting Date
If a meeting is rescheduled and it is linked to an action can the date on the action be changed to the new date? Right now if a client reschedules a meeting, the action date remains the same.
product enhancement
junxure, our firm has a new phone system with Divergent Blue by NEC. they offer a link to connect to CRMs and share contacts. Can you please add this system to your que for integrations? thank you kindly, mike bishop
Won/Lost Field under Opportunities
Recently we had a prospect that ghosted us 1.5 years ago and has come back to start over. The status was changed to "cold" and below that "lost." Now that I changed the status to "open," I cannot change the "won/lost" category to anything else, which
Automatic Refresh
All programs that we work with are constantly updating informtation, but with Junx we have to manually update to have the most recent information. When I acknowledge a task it sits there by the bell even though I've cleared it out. This is a pain, and
Moving Actions to Different Workflows
The ability to move an action to a different action workflow tree in Junxure Cloud.
Records Selection tool
Wondering if the Selection tool can be used with Excel so that multiple records can be 'selected' in CRM and only those selected would export to Excel.
Formatting Total in Asset/Liability Tab
A small enhancement to the Asset/Liabilities tab would be helpful, where the total of the "Ownership Value Amount" could be better differentiated to stand out. In desktop, the row is clearly labeled "Total" and the numbers are highlighted in grey. A simple
One more thing- Additional Emails
One more thing, you still cannot see who the Additional person is to copy on all emails when you're sending an email from an ACTION, not from the home screen. Seriously annoying! We have repeatedly asked that this be fixed for the last 9 months, but it's
No Quick View Links/No way to pin Client Cards
The new view of Junxure continues to be VERY PROBLEMATIC for power users in the Administrative and Operational roles. The client cards with all the information contained in it cannot be pinned to the top of the page. So, if you have to work in the Workflow
Lightweight fonts for data are hard to read
Often I am craning my neck toward the computer screen when I need to verify client information, such as SSN, phone numbers, dob, etc. (The data is everything!) The current font is very lightweight. Is there an option to change this font for one with thicker
FONT SIZE FOR CLIENT INFORMATION
The font size for client information is extremely small. This is an important piece of CRM and it should be easily readable for users of Junxure. Please change to a better font size.
Client Summary Card
I think the ability to be able to add different client info fields in the client summary cards would be a huge help. Instead of having to click on different links to get simple info such as occupation, employer, net worth, etc., having it provided in
Can we get a record's job title on the first page?
Many of our records are professional contacts for our business and for our (401)k and endowment plans, plus individuals that want their items sent to their workplaces . It would be very helpful to see their job titles underneath their names, before the
Schedule Alerts for Actions (Replicating the feature that was available in Junxure Desktop)
Hi, I am a new user to the Cloud from Junxure Desktop. A feature that I used a lot in Desktop was scheduling alerts, or reminders. This does not appear to be a feature in Junxure Cloud, so I'd like to request that it be created. My list of pending actions
New Record Layout, now its time to update the UDF page
hello Junxure, Love the new layout, excellent Job! I think the weak link is the UDF page which could use a little love. Remove underscores and replace them with spaces Add a break-line field so we can create sections. A headline field would be great also
Return to Grid _ Actions
WIth the new release, Return to Grid is now missing when you navigate to an Action through the Actions workspace.
Past Due Action Report
Suggestion to add a report option that shows all currently past due actions in a report. Most companies want to review all staff actions on a regular basis to ensure items are being completely in a timely fashion. This would be a great report to be able
when creating an action, pop up window does not expand
I had to save and close the action and then reopen it to be able to get it bigger. If we could just expand the pop up or be able to do full screen.
Make Won/Lost Opportunity Field Editable
Currently, when you complete an Opportunity as Won/Lost in that field, you cannot revert back to blank (if, for example, the advisor doesn't want to still consider it "lost" but wants to consider it active. Please enable the ability to delete the won/lost
Mailto link for email addresses
Hello, I have had a few people at my firm ask about this, but it would be great if we could click on an email and it would open up a mailto link and create a new message in outlook with that email. My firm did not go with the email integration with Cloud,
"Everyone" Group Default
I'm not quite sure why Junxure is programmed to include all users in the "everyone" group default that we cannot manipulate. Since you don't offer admin accounts like other companies, we had to give one of our licenses to our IT people so they would not
Automatic Notifications
When assigning a task, it would be helpful if the assignor received an automatic notification if the assignee was out of the office. That way the assignor would know that that the task may not be completed by the due date.
Single or multiple field excel/csv load
I'm sure others have suggested, but it would be really helpful to be able to load data from an excel into existing records. For example, if we aren't currently capturing their birthday or AUM or interests, etc. we should be able to put that in a template
CLSP Field for Mail Merges
We have recently migrated from desktop to cloud. In desktop we would use the CLSP merge field on letters for informal greetings (nicknames) and set the Dear field in the contact record with a formal greeting (Mr., Mrs., Dr.. etc). In cloud we can no longer
Advisors not in Recurring Actions Definition definition
Would be very helpful to add ADVISOR as a column field option, as we are not able to segregate by advisor which records have recurring actions.
New Record View: Summary Card Info accessible when actively adding a workflow
I know that you can "view" the summary card info from anywhere in a record by utilizing the icon, However, when actually creating a new workflow, you are not able to hit the icon and view the summary card if editing the actions. That would a helpful feature
Relationships grids
Last week we started noticing that the grids for Relationships and Informational Contacts were not holding their column order nor column size. This continues to be a problem -- when a template is re-loaded it is still jacked (not what was originally
Alerts When Emails Don't Capture
I don't know how many times I've had to call to report that one of our employees' emails aren't capturing using the Outlook plug-in. Then EVERYONE has to go back and check on theirs and this program must be fixed. Currently, someone has to accidentally
Printing from Report Builder
Currently we are not able to print from the Report Builder. Could the ability to print from Report Build be added as a feature request?
Get an email for when an action is assigned to you
My company recently transitioned to JX cloud, and an employee recently had an idea to get an email every time you are assigned an action in Junxure. This would help with more communication and to make sure that nothing gets missed or falls through the
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