New Version: Customize Card Views & Include the TEAM MEMBERS
Part of the training on the new view/version, was customizing the cards in the records…. Why would you all remove that important feature and being able to see the TEAM MEMBERS? That is essential, just like IA1/IA2/CSR, in our action creation....
Reminders
Will you please highlight the box that says "Reminders" Now that it is not highlighted it does not catch people's eyes and important information is missed like Leave in Cash or Tax info or what ever info we deem important to stick on that page. Thanks
Allow user defined fields to be part of the record summary
We use user-defined fields to track certain things. It would be great if we could move these to other screens including the record summary page.
Reminders vs Alerts : We use this DAILY need it on every screen like before....
Reminders vs Alerts : We use this DAILY need it on every screen like before.... the Alert section, just like in the Desktop version was specifically used to view an important Alert for every action, record, etc. Having it only on the Summary is pointless
Back to Grid or next record from New Record Layout
The back to grid button or next record arrow seems to be gone from the new record layout.
New Record Layout - Team Members
I don't see any way to view or edit the additional team members on a record in the new record layout. Is it gone from this design?
Missing Record Information in New Layout
A lot of the record information is missing in the new layout: Referred by Discretionary Owner Group Editor Group Office Created By Date Created Verified by Verified Date Team Members; Insurance Specialist; Portfolio Manager We use Verified by and Date
Records don't load completely in new view
This happens periodically and not with every record or every time I try to do this, so I can't recreate it on the spot, but sometimes when I open a record in a new tab, the record doesn't load completely and I have to refresh to get everything to finish
New Junxure Layout
On the old junxure layout the summary card remained on the top of the page. Then if I opened an action and needed to call a client I had the number and email right there. On the new layout if I open an action and need to call a client I need to go back
Display Other Roles on New Summary Interface
We have created several new roles that can be assigned to a Record (e.g. Financial Planner and Portfolio Manager), but these can only be viewed in the "Old View" of Junxure. Would like to be able to view and edit these roles within the Summary page in
KEYBOARD SHORTCUTS
Please consider keyboard shortcuts for the most frequently used operations, like logging a phone call. Excel has a shortcut for everything and it makes using the program far more effecient. Junxure is very capable but a lot of time is wasted getting to
Schwab Gateway
It would be helpful to have the actual Schwab alert connected to the action it creates when the Schwab OpenView Gateway™ SAC Alert - Junxure Cloud Workflow is enabled. Currently an action is created, but gives little to no information so we still need
Junxure Cloud recent release logs me out because my screen saver kicks in as a required compliance security measure...
after 10 minutes of inactive computer use. I am on a Mac. The Mac sleep function has always been deactivated. The screen saver locks the computer, it does not put it to sleep. The screen saver shows movement at all times, so it is not slept. I have set
Email Management System Scan Multiple Folders
At the moment the JXC email management system only scans the inbox and the sent box for the emails. I would like to request that the JXC email management system is updated to have the ability to scan all email folders and if that's not possible it should
Bulk Delete Multiple Actions
It would be great if there were a way to select multiple records in the Grid and bulk delete them at one time.
Assemblage
We are hoping to see an integration with Assemblage soon. Thank you~
Delete Mailing Address
This is a two-parter: 1. When we click Delete in Mailing Address section it completely removes the without additional warning (e.g., "Are you sure you want to delete this?"), which is a little harrowing considering it is so close to the edit button. 2.
Hubspot
Please build an integration with Hubspot so our contacts in our email system sync with our contacts in our CRM.
Google Workspace integration
WHEN will Junx capture emails from Google Workspace?
Workflow User Rights
There are certain workflows we have that we don't want all employees to see. I recommend that you add a security layer to allow the Administrator(s) to grant/revoke user access to a Workflow.
Logging In to Add an Enhancement Topic
It would be convenient if we didn't have to separately log in to enter, or make comments on, an enhancement topic. Many in my firm would like to contribute but don't because logging in separately is a hassle (their attitude, not mine!).
Unread Action Notification
Have actions newly assigned to a user display in the user's Pending Action list with bold text or some kind of highlight to show that the action has been newly assigned to the user and has not yet been viewed. Similar to having an unread email in your
New Activity Feed - Multiple Entries
I just updated a Action with a note and the Note shows up 4 times in the new Activty Feed. Is this a glitch or is there a reason for this?
Consolidate or Automate Duplicate Record Fields
Currently there are fields in both the Engagement section of the client record and the Opportunities section to add the "Referred by" and "Source"/"Channel" information. Should consolidate this into a single field or have the two fields interact with
Tag Cutoff On Export
When exporting into excel from the record workspace, if a record has more than 20 tags, it cuts them off and they do not appear on the exported file. We would really like to be able to see all of tags associated with that record when we export to ex
Managing emails - not able to manage an email once it's assigned and move out of the inbox
Hi, We’re new users to Jx Cloud. (Migrated over from Jx desktop). We recently learned that an email imported from Outlook into Jx Cloud cannot be deleted from an action after it's moved out of the inbox. Basically, the email is locked into that action
Birthday List
I would like to make the suggestion of being able to un-check the "Birthday List" box en masse. I currently have to go into each client record and remove each individual and this is very time consuming when having to change multiple records. It would
Business Days vs. Days
It would be helpful to be able to indicate business days (or weekdays) when creating a recurring action. For instance, I would like an employee to have a lead time of 5 business days, not calendar days to complete an action.
Ability to rename fields
Hi there, It would be helpful to rename fields. There are fields on visible workspaces that we don't use. It would be useful to be able to rename them to capture data we need. User fields are clunky & not as easily visible.
Record Security rights by user
As we look more and more at user access rights and cybersecurity, it would be great to have more flexibility on access rights for records. We work in a team environment for advisors with more centralized ops teams. However, there is some crossover of
All important client information on one page
Gosh would it be nice to open a client record and on one scrollable page you see; the latest actions, open opportunities, net worth summary, and assets... Each user would be able to decide how they want to view to look and what order their field display.
Add an Action dropdown list - have to shrink internet to 67% to see last item
I have both the right scroll bar and the Add an Action scroll bar to the bottom but it doesn't show me the last item on my list unless I shrink my internet browser to 67%.
Classifications and Tags cut off
Classifications and tags are cut short when you're viewing a record and I don't see how they can be expanded so you can see the whole name of the tag. It'd be great if we could somehow.
Negative Due Dates
The due date field does not have the the option to select "Today" or "Now" and a "0" or zero makes it on the "due date" which could be weeks away, not NOW.
Searching by Action ID
I can't figure out how to search for an action by the Action ID. Can someone help?
Move/Reassign recurring actions with their associated history
Our admin is leaving and we re divvying up her recurring actions. I've just discovered that this can't be done. I also discovered this was requested 1 year ago by Becky Stroud. Has any progress been made to make this request a reality? I would like to
Community Group - How To
Have you thought about having a Community section that Junxure users could ask questions to each other about how their firm handles certain situations in Junxure? For example: we are using the employment tab in Junxure to record employers but when a client
Quickbooks Integration
Hi Team, Are there any plans to create a Quickbooks online integration? Thanks! Mark Mogle
Highlight all form fields when tabbing
There are some fields which are 'highlighted' in blue when tabbing through fields, but many are not highlighted. Please add this highlighting to all fields. It's frustrating not knowing how many tabs to press then having to mouse-click my way through
New Activity Feed Card
I like the Activity Feed Card, however if would be nice to open the activity directly from the Activity Feed Card.
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