Date Time Stamp Button
Please add a Date/Time Stamp Button to duplicate the "Control+J" functionality when creating an action. APX has this feature and buttons are a lot easier to remember to use than kb shortcuts for our end-users.
Asset import reconciliation - Please allow me to audit the mapping of record:asset
Hey team, Given the asset import is a manual process, I'd love a way to reconcile asset:record mappings for recent manual mappings completed through the import process. Right now, it seems that the "Date Created" populates the date of our first Asset
Uploading Documents to Multiple Records
Would like to have the ability to upload documents in Junxure and have them put in multiple records in the corresponding document folders. This was a feature offered in the desktop platform that we would appreciate seeing brought to the cloud.
Show current grid template name above grid
Hi. Please add the current grid template name in the space above the grid, so we can know, at a glance, what grid template we have loaded. MAYBE you can add the name in a similar fashion as the filters are shown - the bright yellow bar that says "Filter(s)
Revenue report by Contact
Please update the Revenue report to include revenue totals (with in the time frame) by contact record instead of listing each transaction for each record. In desktop there were revenue report fields that were totals of fees at the record level for the
Ability to Export all of your Positions in mass
Is there a way to pull/export the position data without going to each client individually? We have 529 accounts that we would like to compile a complete list of including their positions in the accounts. Thank you
Assets Effective Date
Our Clearing Firm does not integrate with Junxure therefore we are managing our assets manually. Would it be possible for the “Effective Date” found in the Positions Details added as option in the column chooser on the Assets Grid. This would be helpful when updating the assets tab so you can see the last time they were updated.
RMD Filter Options Differ Within The Assets Grid and Advanced Search
Please take a look at the attached images. We are running RMD reports utilizing a combination of Advance Search and Grid Filters. I currently have to run two separate reports for RMD's. One Report for Person 1 and another report for Person 2. This is
Clean word wrap in excel - PLEASE PLEASE PLEASE
In the on-prem version of junxure, when we would export a report that had the mailing address on it we when we did "word wrap" in excel it would separate each part of the address or label in its own line. For example, the clients name would be on the
Jx Desktop had a tab for Client Goals and Objectives, will Jx Cloud impliment this?
We have kept track of client goals and objectives over the years. We just switched from Jx Desktop and cannot find a comparable solution to the goal tracker in Jx Cloud. Will this be added any time soon?
PreciseFP Integration
We heavily use PreciseFP and it would be great if we could create a data gathering form in Precise and have the information we gather import into Junxure Cloud. It would save so much time and allow for such a seamless integration.
Schwab "Move Money" window does not move left to right, so data is cut off.
SUGGESTION/ENHANCEMENT: Adding a bar to move left to right when using Junxure to go to Schwab for Move Money, i have attached a screen shot for a clear understanding of what is occurring. Right Now: in Junxure - under Assets- clicking on the short-cut
TD Ameritrade data import tool
When will there be a data import interface be available to import TD data -- even if it is a manual import? Honestly the inability to bring in data from the 3rd largest custodian is embarassing
New Quick Menu in Actions Grid
Thank You for the Quick Menu in the Actions Grid that was released today. AWESOME It would be nice to also Add: "Go to Action Workflow Monitor" which contains the Action
Add "Does not contain" to grid filter options
Hi, There have been several times when I wanted see all records, actions, etc except those that have some criteria. I know I can say "Is not equal to", but if I have more than one criteria, that doesn't work. (Unless I can use "or".......can I use "or"
Action Grid - No limit option
I would like to suggest "no limit" as an option in the grid so that I can see all my actions with scrolling. changing pages isn't helpful when trying to find something or to trigger a memory.
NetDocuments Integration
A NetDocuments integration would be extremely helpful and could be a huge help with Document Management.
Filter options for Date Fields on Work-spaces
It would be AMAZING if you could add the following filter features to date fields: Today's Date Last 7 days Last 30 Days Last 90 days Trailing 12 months These would be dynamic changing date ranges, so I don't have to go in and do the "in between" filter
Assets
I would like to be able to use the A Account Number, A Cash In Account, A Investment Model -- all the A *** fields in a merge document. We all need to provide an account list of investment accounts with the investment management agreement ...There is
Recurring Actions
Add the feature to move recurring actions to another record.
Attach a file to an Action
I would like to set up a Recurring Action for the checklists that we use on a consistent basis. Is there a way to link or attach a file (i.e. checklist) from our server computer to an Action or an Action Template in Junxure?
Assets Grid
I know this was mentioned at the conference, but I didn't see it here. When you filter the asset grid, then click on a record/asset to view it, there isn't an easy way to get back to the asset grid you just filtered (unless you save each filter which is annoying for small tasks). Can you just change it so that when you click on an asset it opens a new window tab to view the record/asset?
Filter Grid - Wildcard
Would love to be able to enter a wildcard like an asterisk (*) when filtering, especially if filtering on a text field, like a client's name. That way, we can filter by "Adam*" and it would filter any row that starts with "Adam" whether Adam, Adams, Adamson,
Research Team
We are in the midst of joining the cloud from our desktop version. We haven't even started training yet, but my initial thought is that It would be great if Junxure can also include "Research" as a role and remember that Junxure should be Research Department
Actions Grid - Limit Number of Lines in Action Note Column
In the Actions grids, the ability to limit the number of lines that appear in the Action Note column would be helpful. We only need to see a line or two in the Action Note column. This way more rows of Actions can be displayed, especially in the Past
View all subfolders/documents when root folder is highlighted
We have a system of folders and subfolders set up in our Junxure Documents. When a document is saved in a subfolder, it does not show up when the root folder is selected (you must double click the root folder to expand the view to show subfolders and
Width of Grids
Have a way to control the width of grid rows. When there are a lot of Action Notes, for example, those rows can get quite wide, which limits visibility of other actions in a grid. Thank you.
Investment Model
I would like to have the Investment Model field be added to the Engagement Tab so our advisors could see the objectives and models listed together for a quick reference. Thanks.
Box.com Integration
Would love an integration with Box.com. We store client files in Box and use Box for secure document transfer. Thank you. - Juan
Data Maintenance on Record Tags - Takes 1 hour to run 1 report.
Hello I'm finding it extremely difficult to maintain our database because I simply don't have access to pull the information efficiently. EXAMPLE It's time to clean up the unused old record tags in our database. In order to find out which tags are being
Save and Complete on Action
A button added to actions to allow someone to save and complete without having to click the button to complete.
Printing Documents - Allow users the option to print multiple documents
Allow users the option to print multiple documents at once. When prepping for a client meeting Teams need Several documents and actions for a full history of the clients most previous interactions. Example: We would like to open the documents tab select
Add a Robust Reporting Integration Like Power BI or Qlik
Junxure offers a lot of basic reporting options however, I'm often unable to provide the requested reports Financial Advisors need without exporting several table's from Junxure and creating an entirely separate database. When we had desktop I was able
Feature to import Record contact info into iPhone contacts
Since many of our clients/prospects are saved as contacts in our phone, can a feature be added to import/Export Record data such as phone numbers, emails, and addresses into the iPhone contact? I understand that the point of the CRM is to house that data,
Junxure Mobile
Ability to sort actions by date on junxure mobile
Previewing an attachment
Given that I send out multiple reports to clients monthly, by attaching them with password protected files, it would be nice to preview the attachment to 1) make sure that my password protection is correct, and 2) make sure that the correct client file
Revert to e-mail opening in a new tab!!!
PLEASE --- when sending an e-mail allow that to open in a new tab. The current system of taking you out of hte workflow is awful...especially when needing to add dependent actions. If you don't catch it, you complete the action then send the e-mail and
Deleting Record / Documents
For Compliance reasons - we need to delete records (not just archive). If I delete the Record, does all their Documents delete as well or does it stay in our document storage? Or do we need to delete all the Documents first before deleting a Record?
Document Storage
A great way to manage documents on Cloud would be to utilize SharePoint, or a different software, similar to how the P-drive was utilized on desktop. Document mangement/storage seems to be a huge issue with Cloud that almost all users struggle with. It
UIPerson1ID & UIPerson2ID Fields
Please add UIPerson1ID & UIPerson2ID Fields to the Records Grid as available fields to choose. The GUID fields are already there but they are incredibly long and hard to work with. This would help us tremendously.
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