Time Stamp Formatting
If you time stamp a note within an action and then later come back into the action to add another time stamp above the existing time stamp then the formatting goes to bold for the entire action. Very annoying as this doesn't happen if you time stamp and
Insurance and Opportunity Grid Data Change Tool - Needed
Our firm works with the insurance grid a lot and we would very much appreciate if we could have a mass data change tool option t o make changes to this grid as we do for the actions and records. Would also appreciate the same for opportunities grid. Making
Manually archiving emails
I'm wondering if something has changed when manually archiving emails. I have noticed twice in the past week that I have used the binoculars to look up a record and attached an email to said record, but it ends up becoming part of a past email thread (likely because the client had replied to an old email). I understand the system is trying to keep related emails under the same action, but I think in the past this was a choice. This seems to be happening automatically, and it is burying new emails
Return to Grid - without refreshing page
Would like the feature of Return to Grid after you complete a task, that it will refresh on its own vs having to refresh (F5 or go out of the page then go back in) the page. This has always been a feature, however as of 8/26/20...we now have to refresh the page in order for the task to show as complete/change of date. I completed a ticket on 8/26/20, and was told that the team was working on it. Now, it's been almost a month and still has not been fixed. Can we please have a the team re-look at
Workflow Action Template Category
We are in the process of migrating from desktop to Cloud. In desktop, the categories we use for our templates and sequences are very broad. I would like to expand these in Cloud to be more useful for users. I was wondering if a few firms would share what their categories are. Thank you in advance!
Meeting Frequency option "every 9 months"
For the purpose of using the Meeting Monitor with all our clients, it would be nice if there was an "every 9 month" option. Right now the choices are every 2 years, and 1, 2, 3, and 4 times a year. We have clients we would like to reach out to every 9
Universal Search
How nice would it be to have one place to search key words, names, tags, numbers, action notes, action subject, etc. This search would look through the entire Junxure database and show all instances of the searched item. Currently, I use the "filters"
Restoring Deleted Actions
It would be great to be able to restore deleted pends in the online version of Junxure like you could in the desktop version. What is someone to do if they accidentally delete several pends that are needed??
Service Monitor Check Box
When using and completing a service within the service monitor it would be nice if the "checkbox" could stay checked. This way if someone were to go back and reference that they did check the box in that action it would confirm they did.
Adding same document to multiple actions
I would like to request the ability to add a document when I am creating multiple actions at the same time. For example, I have a client list I created and would like to add an action to all of those clients at the same time as well as attaching the newsletter
Reduced Screen Bouncing
When using the new quick edit feature in the action workspace to change the due date or other details of an action, it would be helpful if the screen didn't force-refresh and scroll to the top of the screen with any change to an action. It would also
Record Templates
Create a template for records for various types of records with pre-assigned tags and fields. making it easy to load a record template and add in member fields.
Additional Text Boxes in Action Templates
After migrating from Junxure on-premise, several users have asked for additional text boxes within action templates. Having used 3 boxes in the on-premise program, it is easier to categorize items using multiple text boxes within an action.
Add to the role dropdown in the user profile
We would like to add to the role dropdown in the user profile. Would it be possible to make this list editable in List Management?
Last Action Date by User
Advisor would like to be able to see the last time he specifically had an action associated to a record. Example - wants to be able to see who he has not spoken to in last 6 months regardless of other actions associates to the client by admin users.
Sorting in Add Existing Document Grid
I would prefer to see this grid sorted from most recent to oldest, as the majority of the time we are adding an existing document to an action that is usually been received recently. This causes you to have to "click" twice on the created date sort to
Dual Citizenship
What is the best way to record dual citizenship in Junxure? I thought about adding that to the drop down options, but then there would be no way to know which countries the client is a citizen of. Any suggestions or ideas?
field for preferred name on account
I would like to see a "Preferred account name" field for each person. (In other words, how a person would like to have his name listed on a financial account.)
Scheduling Mass Emails
We would like to be able to set up a mass email, and schedule it to send at a later date/time.
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
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
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