Duplicate Records Tool with Column Selection
When using the duplicates record tool, it would nice if we could select different columns to see like the record work space. We are cleaning up duplicate records but would like to see the tags associated with each record to help consolidate. Thank y
Opportunites tile on Summary shows Closed Opportunites
I would prefer the Opportunbites Tile on the New Summary page to only show open opportunites. viewing old closed opportunities is not helpful. Thanks Possible Setting for those that want to view All, Open, Closed
Junxure New Layout
A consideration for Junxure: with the new layout, some of the menu options expand and you can’t see them all or get the window to go away if you don’t need that to be open. May they can get the menu to show in front instead of behind? Submitted by user
Tax Preparer
In the new Records workspace, I do not see an area to include Tax Preparer. Where can I locate it? Old Records Workspace: Also, will the Webinar, New Beginnings Junxure Record Redesign, be available? Thank you!!!
SSN/TIN field format
The field is called SSN/TIN but only allows for SSN formatting. As TIN numbers are not in this format. Perhaps it should be that you can remove the default format which is ONLY set for SSN so letters can be added too?
RECORD ACTIONS
Hello, Our team uses the RECORD ACTIONS link under WORKFLOWS quite often. We are wondering if we could customize Junxure to show RECORD ACTIONS as a tab to click on wherever you are in a client's page. Nanette
Meeting Monitor Report
In the grid options for the meeting monitor report, it would be helpful to have RecordID as well as Record Type. We would like to be able to export this to excel and filter to specific requirements. Thanks!
Integration with NetDocuments
We would like an integration with NetDocuments.
Auto-Run/Import
Black Diamond currently does not have an Asset Import that will run automatically but would be very helpful in allowing us to generate reports efficiently.
Expanding Web Form Window
The current web form window is coded for a set height and width dimension. Creating the ability to expand the window so the prospect does not have to scroll down to view each question would be beneficial for the prospect's journey.
Open Link in New Tab flexibility
With the new record layout, i really miss the ability to open another area of the record in a new internet browser tab. For example, if I'm in workflows but want to check a document, I'd like to be able to right click on Documents and have the option
Widgets
Are the new "Widgets" fixed? We don't utilize Opportunities and I would love to swap out that "Widget" for something more useful.
Bulk Editing
Allow us to edit record information in bulk! We could upload a .csv file paired with the unique record ID to overwrite any existing fields. This would be SO MUCH easier than updating hundreds of records individually when a change needs to be made. This
SSN & DOB in Summary from Action Edit View
I am constantly working in actions and needing to quickly glance at a client's DOB or SSN. Can this be a field that we add the the Record Summary that can be viewed from within the Action view? See attached for reference.
ACKNOWLEDGEMENT HISTORY
It would be helpful to see acknowledgement history.
Cntl+J/timestamp formating
Greetings, It would be great if as a firm and at the individual login level, we could adjust the formatting around the 'Cntl+J' function. We would prefer it not to go on a separate line. To have the ability to customize font and color of each user's Cntl+J
Dear Santa: I wish for the "Ability to RENAME any RECORD LEVEL folder"
You know how it goes.....it's Monday and you name the folder - load alllllllll the documents and then realize it.... you spelled the folder name wrong. So you cry a little, toss that tantrum and make a new folder and move the dox. Wouldn't it be great
Junxure on iPads
Junxure for some people in my office will randomly log the person out even if they aren't logged in anywhere else. It can also be random in how much time it takes to log them out. A suggestion that the iPad functions like a PC in that even when the iPad
Change Fields in Engagement Tab
Hello, If would benefit us to be able to change the name of certain fields in the Engagement tab to something specific to our company. now that I think of it, it would be great to be able to manually change any field if we needed it.
Integration with Levitate
Like many other RIA's, we use Levitate to communicate with our clients via email campaigns. Levitate has a nice integration with Red Tail, and it would be really nice if there was some integration between Junxure and Levitate. Hope to see this come about
Request: Company Defined Required Fields
We'd love the ability to be able to define our own required fields to ensure better data integrity.
Sending to Additional Email recipients
Background - I handle scheduling for all 1,000 + clients in our office. That said, I send out hundreds of emails weekely. In desktop, when sending an email from the ACTION (not just the client record - but from an actual record), you could see who was
Classifications and Mass E-mail to additional e-mails
Will there be a time when we can send a mass e-mail to just the additional e-mail addresses? We hold client events and send communications that are meant specifically for our female clients and female spouses of our clients. As such we need the ability
Reminders Report
It might be helpful if you could run a report or something that shows record reminders kind of like you can see your pending actions.
Mass email grid enhancement - additional email visability
When sending a mass email, it would be nice to pull up a report that has the client's name, and all of the email addresses that are going to be included in the email. As it stands, I can pull a report that shows me the primary email; and also other email
Assigning an Action to more people
there should be a way to assign an action to more than one person, either by checking off two or three individual names from a list of employees, or by creating a "group" or "department" and assigning an action to the entire group or department. This
Predefined Fields Inside of an Action
For example, within an Action, I would like to have a drop-down list that references specific accounts associated or tied to a record. This would prevent the need to copy and paste account numbers or other information that is repeatedly dropped into a
Workflow Setup Last Reviewed Field
Updated a bunch of workflows last night and when I wanted to change the last review field it showed the original date reviewed on the pop up calendar. So I had to manually enter the date or change the year and month fields on the pop-up calendar. It would
Would like to aggregate AUM for client groups.
We consider some client groups (ie a parent & child who are separate records) as one relationship. We want to be able to aggregate AUM for the relationship or group.
Cntl-J is Old School - Please make a Note or date Button or Note Section
It Works. But seems is so 1980's to me. It would be more modern to have a button or something to insert a timestamp or a separate section for Notes with History attached to the action.
Adding child steps to a workflow (after complete of first step)
In a multi-step workflow, you have the chance to add the next step upon completion of the previous step. I've discovered that if I don't add the next step immediately after marking the previous step complete, I can't add it at a later time. I CAN add
User Group Management
Hello When adding employees to a user group, all inactive employees are displayed. Enhancement Request: Would it be possible to only display active users? The screen shot below displays the list of employees available to add to a group. Only the highlighted
Add ability to export time stamps for creation and completion of actions
Would like to either have the system auto calculate how long actions are open for or give us the ability to export the time stamps for when an action was entered and completed. The time shows in the system already, we just cannot access it in bulk/e
Please add a feature in Junxure Cloud to elect to disable the auto logout of program when screen saver kicks in...
My Broker-Dealer requires me to have a screen saver on the entire computer that kicks in without mouse movement for 10 minutes. If I get up from my desk, I manually turn the screen saver on for it to be more secure, why wait for 10 minutes to pass? I
When using FYI feature in Workflows, send emails to FYI recipient
Very often our principals are not logged into Junxure, but they need to be notified when there is an action that they need to do. Because they are not logged into Junxure, they will not see the pop-up alerts. It would be great if the FYI recipient also
Would like to see integration with Mobile Assistant for dictation notes to automatically be added as an action
to Junxure Cloud. I think this would help me get the dictation into the CRM, as I get busy and find it hard to pick back up, since I have to wait for the dictation to be completed.
Linked Albridge Assets within Client Record Action--Would be easier when open the window to select the account(s) action pertaining....
to just check off all appropriate boxes to link assets to action, instead of having to go into this area for each account you want to add to the 1 action and hit the "+" sign for each new asset to add. It is rare that I am selecting just one account
Upload to Overwrite/Edit Record Information in Bulk
Currently, when a field is not part of the "Record Data Change Tool," to update that field for multiple records you must navigate to each record and make individual changes. It would be easier to update this through an Excel or CSV file upload. Fields
Type and Category Suggestion
We would love to see an update to the action type and category feature. Although we can currently edit the lists for each of them, we would like for there to be a feature that when an action type is selected, it will narrow down the category list to only
Memorized reports emailed on a frequecy
Our principals would like a weekly report of workflow items which are due for the current week and following week. We can build the report, but it would be great if there was a way for Junxure to auto generate the reports in a programmed frequency, then
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