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.
Drop down for Service Level cut off - New Layout
Went to change the service level for a prospect and the service level drop down was cut off and I was unable to select the proper service level for prospect. Had to go back to the old layout to accomplish this task
Ability for everyone to View Workflow Editor
We are hoping for a feature that would allow everyone at the firm to view the workflow editor and how workflows look within that, but only allow a select few to actually edit them. We think this would be a huge operational help.
Junxure App
Please create an app for this!!!
Office Integration and Outlook Add In
We recently activated the Office 365 integration. We live in Outlook to manage email since much of our email is not client related. We miss the ability to see that an email has synched with Junxure Cloud by indicating the Junxure Action ID within the
Ability to create asset grid and send mass emails, etc.
When you create a grid within the Assets workspace, the option to "select" all records/assets is unavailable like it is with records; therefore, you cannot send a mass email out too a list of clients with certain custodians, assets, etc. It would be helpful
Add checkboxes/lists in workflows
A lot of times, there isn't a need to add a lot of actions in a workflow and a simple list that can be checked off would suffice. It'd be great if we could create a functional list as a workflow item instead of just the text box.
Old Layout when navigating from Actions
it would be nice to see the new layout when navigating to an Action from the Actions Tab. When I select Actions > My Past Due and Due Today > List of Actions > Choose Specific Action it displays the action with the old layout for Record and Contact details
Cash Target Field Visible in Asset/Liability Table
It would be helpful to have Cash Target as an option in the Column Chooser under the Asset/Liability information. I'd like to see, at a high level, which accounts have a cash target in them. This allows me to instantly know if a client has any cash target
Federated Login
We just spoke to our IT team, a managed service provider, about Federated Logins to ensure employees can only access Junxure from within our domain. They said they're reaching out to various firms in the FinTech industry to ensure that this gets enabled
Enlarge Workflow Summary Field
Would like the option to enlarge the Summary field when in a workflow template so that you can see the entire field at once
Trailing Spaces
When an authorization code is requested via email, the code has several character spaces behind it that are selected when double clicking on the code. To copy/paste the code without the trailing spaces, you have to manually click and drag highlight to
Add a Clickable link to Actions/Workflows
Please allow clickable links in Actions/Workflows. "This Wizywig editor has the option to paste an HTML link and that's exactly what where looking for. " Companies that store documents in a cloud will be able to add links to actions. This would improve
Ability to Have Different folder templates for different types of clients
It would be helpful to be able to create different folder structures for clients and all non clients like vendors, professionals , etc.
Image Files in Document Templates
It would be very helpful to be able to paste or import image files into Junxure document templates.
Email -Follow UP
I would like to be able to send an email, and if I don't get a response with a certain amount of time I get notified and a follow up email goes out as a reminder.
Open in New Tab - from Pending Actions window
Similar to other "open in new tab" requests", please add the ability to open actions in the Pending Actions window in a new tab. Is there any way to have the 'open in new tab' applied universally throughout the site? thx.
Manual record input form or field highlights
I would like to be able to create a custom view/form/grid for less knowledgeable users to be able to add a new record and see instantly what fields they need to fill in (for our needs not yours!). if this is not possible, an alternative might be to allow
Require Action Tags before closing action
It would be great if we could require action tags before closing out an action. This functionality was very useful in desktop as we would use the tags to sort data very efficiently.
Pending items popup
I need beneficiaries, a coworker needs to schedule a review: Have a pending items box that pops up for each record. Something that pops up automatically when I first go into a record, and then I can dismiss it if it's not pertinent. That way if one of
Prospects Section - Add a Prospect
Can you add the ability for us to add a prospect manually without using the webform. This would be helpful for referrals or someone we meet and all we have is the information off of a business card. Can be promoted later to record when the prospect
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