multi select option in user defined field option
It would be quite helpful in the user defined fields to have the option of building a "multi select" drop down - we have several instances in which we could incorporate more data into our juncture platform if we could tie one record to several selections
automatic workflows
It would be great, and easier for some Junxure users, to have a multii-step workflow pop up along with adding an action to a record. Right now, we are relying on users to start an action, then add a workflow. Not everyone remembers that step. or cares
Make Linked Assets searchable
It would be great to be able to search actions by the assets that are linked! The ability to link specific assets to actions is great when a user is working on the action, but is virtually useless after the action or workflow has been completed because
Distribution Request with Standing Instructions Workflow
How do you track distribution requests with standing instructions? Are they separate workflows or combined in one workflow. Are unique action tags also considered? Would love to see how other firms are handling this. Especially with the Rule 206 Custody Rule. The baseline hypothesis is all standing instructions are a distribution request, but not all distributions are standing instructions.
Notes in Email
When you click on email address from the top record tab there is not a way to enter notes about the action being created. After sending you then need to go back into the action to add some description. I thought that was what the description field was
Add ability for clients to sign documents
Hello, It would be very helpful to have a feature which allows for signature on housed documents, with a time-date stamp, similar to DocuSign.
Font in Document Editor
Can Century Gothic be added to the list of font options in Documents/Template editor? I uploaded all my letters and emails with that font but Junxure will not hold my templates to that font.
Alert when email is received
We have the office 365 integration. It would help if we had the option to set up an alert when an email was received.
Quick Search - Display Filters Applied
Hello Junxure Team, We have a lot of Quick Searches across the firm and everyone has access to create them. We sometimes run into an issue where someone mistakenly changes search filters and saves it. It would great if I could quickly see what filters have been set. Please take a look at the attached Image example.
Add "Effective Date" to Main Assets Workspace Column Chooser
I would like to add a column in the main Assets Workspace for the date assets were either uploaded into Junxure or manually updated so we can see at a glance the current-as-of date for each asset. If I click into an asset, say an IRA, then I can see a column called "Effective Date" which shows the date the value was imported to Junxure. However, "Effective Date" is not available in column chooser in the main all assets workspace window. (Interestingly, I can add dozens of totally non-asset related
Full Constant Contact Integration
Please consider granting permissions to Constant Contact for their own integration so the email addresses automatically update from Junxure without having to manually link each contact. The one-way sync makes any changes/updates very difficult. Currently,
Restrict Access on Non Company Devices
We need a way to restrict login to Junxure Cloud on devices on public computers or non company approved computers by our users. Currently anyone with login credentials can log in to your cloud server on any computer, regardless if that computer is properly
Mass Letter with Merge Fields that save only the relevant letter each Client's Personal Record
Recently, our firm did a mass mailing and used the letter function with merger fields to accomplish this. ALL the letters where saved to each individual account (meaning 100+ pages in each record, with other client information). A great function would
Make Custom Reports Easier to Run
Hi. I've created custom reports using Report Assistant that we want to be able to use over and over. Currently, I believe I have to go to Report Assistant to access the report. It's both step intensive and confusing to users unaccustomed to Report Assistant.
Meeting Monitor Report on Next Scheduled
Hi, In Meeting Monitor report, under options, please add an option to "Show Only Next Scheduled Meetings" or "Show Next Scheduled Meetings Within xx Days". Additionally, it would be great if I could hide all the columns I didn't want on the report. I
Remove underscores in column headers when exporting to Excel
When we export grid data to Excel, the column headers contain underscores. Removing the underscores to make the report more presentable is an extra step I have to do with every Junxure export. It would be GREAT if you could fix this so the export contains
Make it possible to filter the all recurring actions grid to contain ONLY active recurring actions
I would like the option to be able to filter the Recurring Actions Definitions grid to include ONLY active recurring actions. The easiest way to make this possible might be to fix the filtering options for the "End" column. I know I can add the "End"
Please Add "Add'l" Email box field to the Column Chooser in Records Workspace
I would like to search all clients records to see who has "Add'l" email checkbox checked. Will you please add that to field to column chooser?
Bulk Delete Records
From the Records Grid, provide an option under TOOLS to mass delete selected records.
Service Monitor Report - Add Alphabet Quick Sort
1st.. Thx for list Is it possible to add this Alphabet quick sort Option to the Service Monitor Report please? This would help with SetUp and Adjustments needed after the initial set up.
Automatically CC Advisor Team
Adding the ability to automatically CC the Advisor Team (Advisor 1, Advisor 2, and CSR) by clicking on the CC button when sending an email through Junxure.
Priority Alerts Section
In a recent webcast, various ways were suggested on how to use the Priority field (ie., !!!, Date Sensitive, Waiting On, etc). Love this! It would be helpful to be able to see this as a column in the Alerts. Perhaps add this column to Alerts as a drop
Record Tags - Viewable from the Actions Grid
Hello. It would be great to have the record tags available on the Actions Workspace. Our Clients are categorized by Platinum, Silver, Gold, and Bronze Record Tags and when dishing out tasks to teamates identifying the client categories right on the screen
Dropbox Integration
We would love to suggest an integration with Dropbox as you do with ShareFile. It would be great to be able to access all our files through one database!
Ability to copy/paste pictures such as snippets into actions
We would like to have the ability to copy/paste pictures, primarily snippets, into action notes.
Recurring Action Recurrence Pattern Extension
I'd like to be able to establish a recurring action for every 10 years, but currently the longest time frame is only every 5 years.
Please add Phone Type, Email Type, Address Type to column chooser
I need to be able to print an excel report that shows what phone, email, and address "types" we are currently using AND what "type" fields are empty. I know a clean database is important, and currently figuring out what "types" are in use is a very cumbersome
FYI based on category selected
My CCO asked if there was a way for her to automatically FYI'ed if an action is entered with the category "Compliance." I don't believe this is currently an option, but it would be nice if this was something that could be selected at this level. Tha
TD Ameritrade Account Wizard API
Can you please develop an API for Junxure to integrate with TD Account Wizard. I know we Laser App data from junxure but if data can be pulled into TD Account Wizard it would be much better. Their wizard has a great workflow for prefilling data before
Asset Map Integration
It would be awesome if Junxure integrated with Asset Map. We regularly update our client's financial planning information with Asset Map; i.e. Income, Assets, Insurance, etc. - so it would be nice to have that information automatically update in the client's
Trusted Devices for Multi-Factor Authentication
For efficiency sake, please consider adding the ability for Junxure MFA to trust multiple devices for the time set in the Login Security profile. Currently, my users who routinely go between different devices have to authenticate every time they log back
Advance Search on a Record Level - Record Actions
We need the ability to do an Advanced Search (not just Quick Search) in the Record Actions area. If you're searching for an action with AND as the logic. Example: Actions with the Tags "2020" AND "RMD". Currently the only option is the Quick Search it
Advanced Search within Record
We would like to have the ability to use "and/or" logic when selecting criteria to search within a record. There have been several situations in which we want to search the actions using AND while working in a record. I find it inefficient to have to
Authentication Options
To increase efficiency and maintain professionalism, it would be great if the new authentication could 1) offer the option to recognize personal computers as safe and hold authentication for 30 days 2) offer the option to send codes to email or cell phones
Monitor Workflow Grid
It would be helpful if we had more column options such as adviser or more record field options in the Monitor Workflow grid. In addition, the advanced search and/or quick search is not available here either.
Ability to send mass emails at a later time/date
We send group emails to clients after hours (to avoid a rush of phone calls). It would be nice if we could set up emails, then schedule them to go out at a specified time in the future.
Two-Factor Authentication 2FA Numeric Passcode
Currently, Junxure 2FA passcodes come in an alpha-numeric format.This can make characters difficult to distinguish from one another when they look similar (Homoglyphs). This is most notable with the characters 0,o,O and I,l (Capital i and lowercase L).
Grouping Grid Contents by a Column
Would it be possible to display the grids with all Groups Collapsed.
Form CRS Field
Could you please add a field for the soon-to-be-required Form CRS Date, similar to the Investment Policy Statement Date? For now, we will add a custom field but would love to see this as a standard field in a future release. Thank you!
Workflow Description/Trigger in Action
It would be helpful if the workflow description/trigger section of the workflow setup was viewable in other locations. It would be extremely helpful for each firm when training new hires which templates/workflows to use and when.
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