Constant Contact Integration
It would nice to bring over from Junxure to Constant Contact the contacts Birthday and possibly some UDF fields or other date fields. To utilize the Birthday & Anniversary automated email feature in constant contact.
Cash Flow and Goals
Having a cash flow report is essential to reviewing income/expenses with clients. The Personal FInancial report is the closest thing to the cash flow statement in JxDesktop but it not detailed enough. Goals are essential to the financial planning process
Restricting Action Editing
It would be helpful to be able to restrict a user from editing actions. I have set up restrictions by user group which include deleting actions but I am not able to restrict a user from editing an existing action. This would be a very helpful enhancement
Outlook Add In alert
Would like an alert when the Junxure Outlook Add in is not working, so we don't miss emails being archived to client records.
Email Message
A report listing email received and/or sent that were captured in Junxure that will also show the email message.
Letter Mass Merge
The ability to create a mass letter merge without it being saved in each record.
Make Document Storage work like Windows File Explorer
PROBLEM: Junxure document storage system is extremely slow by design and requires so many extra steps to accomplish the same thing that windows file explorer accomplishes in one click. Examples: 1. editing documents in microsoft office products requires
O365/Sharepoint Document Integration
Please consider building out an integration with Office365/Sharepoint that would allow our documents to be stored and accessible on our Sharepoint Online site while viewable in the client record in JxCloud. Working with documents in JxCloud is clunky.
Download Documents in Bulk
A feature to download all the documents for a record in bulk. Makes it easy to share documents and files if we need to share with any outside parties for whatever reason.
Portfolio Center Users???
Are there any Portfolio Center users on here that import assets from Portfolio center daily?
Action Sequences with Multiple Parents to one Child
It would be great to be able to have an action sequence which has two or more steps which can be independently completed, but only generate a new child action after all of the selected parent actions are complete. i.e. Action Sequence: Send Welcome Packet
Workflow
I would like to be able to attach a blank form to a work flow so that we can fill it out and save it in junxure everytime we use that workflow
Integration with RingCentral
I’ve been searching. It doesn’t look like Junxure integrates with RingCentral. I see that a few people have put in requests in RingCentral’s support community. Apparently, for this, we need to go to Junxure. It sounds like some of the people have contacted
Workflow kicked off my an email merge
We initiate our client meetings each month by an email merge. We would love to them start our action sequence for meeting prep, but the email merge only allows single step or double step workflows. This causes us to have to manually add action sequences
Add "Last Updated" field added to the Assets Workspace for global reporting (please)
It would be very convenient to be able to go to our assets workspace and sort by last updated to see which of our clients' assets are due to be updated or if any have slipped through the cracks. I've already requested that this be done on the RECORD LEVEL,
Add Last Updated field to record level asset grid
1) Will you please add a " Last Updated" field to the Assets grid at the record level? There IS a "Last updated" field in the Liabilities window....not sure why that's not an option in the Assets window.
Document Search and Mass Edits
Ability to search the Documents area and apply tags to multiple documents within a specific folder
Integration with RingCentral
I'm switching phone systems and would love it if it would integrate with Junxure. I would mainly like the ability for a call to be routed based on who is listed as the CSR. According to RingCentral, they have all the information needed on their website
Best Practices
I would like to request an enhanced best practices section. We are an RIA. There is a lot of capability in the program for areas outside of investments that we will never use. So how about a publication on best practices for an RIA, for example? If that
Search in Assets for Manually added assets
I would like a report that will show which Asset have been manually added to Junxure an which Assets have been added through an Asset Import, and I would like this to be done globally on all records at one time. Our goal is to use Junxure more than we
Global Report on all client assets in Junxure
I would like to be able to run a global report on all our clients' assets. I would like to be able to search for and include in my report the effective date. Right now I can search on that field, but it is not available to include in a report. I would
Administrator Login
We need a separate Administrator Login. The issue is when a user gets locked out, there is no way to unlock that person without calling Jx, and since we are on the West Coast, Jx support is not always available when we need them. We need 24/7 suppor
Insurance Notes
The Insurance input has many small text boxes and can contain a lot of information. But the insurance note box is extremely slim. Is there a way to enlarge the insurance note box or make it a pop out for easier access?
User Defined Fields - Actions
We have setup user defined fields for appointment actions but there doesn't appear to be a way to print them with the action. We have quite a few so using the grid view (report) isn't really an option. It would be really helpful to incorporate the ability
Template Sharing
When creating grid templates, it would be nice to have the ability to share the created templates with other members of the team so they wouldn't have to create them all individually. The only current way to do something similar is to make a template
Custom Insurance Report Needs Beneficiary Information
I am trying to create a report that shows all our insurance clients I started creating a custom report. In the first screen, "Select an area you would like to report on", I selected INSURANCE. In creating the report, I found that there are ZERO beneficiary
Generating reports for Informational Contacts
There isn't an option to chose for the information contained in Informational Contacts. I am currently reviewing all records for consistency in formatting, etc. If I could pull a report for Informational Contacts, I could see what information is missing,
Pulling a report by type for phone numbers, email addresses, and mailing addresses
If there were a filter option for type of phone number, email address, and mailing address, that would be extremely helpful when verifying all information is marked properly . Otherwise, you have to open every entry to review.
Workflow Dates
I think it would be beneficial to choose which date the steps of a workflow would occur, more so than how many days after it needs to happen. For example, instead of choosing "5 days" after a task is completed, be able to chose "one week, on the first
Automatic Tamarac Asset Import
It would be nice if the Asset Import we do from Tamarac would be an automated process instead of having to manually run the import.
Reassign specific recurring actions from one user to a different user.
Would like to be able to select recurring actions from the "Recurring Action Definition" grid and bulk change who they are assigned to (to a different user). We have hundreds that we would like to change and doing this one by one is incredibly ineff
Add all info from household into person one
Instead of being asked line by line, address, email, phone, could there be one button that says add all of the information from record into person one. That would save a lot of time. Thank you.
Review ALL email addresses in an email for email archive.
I understand, that when we send an email using "Reply All", Junxure only looks at the first email address and processes it for email archive if the email address exists in a contact record. I suggest all the email addresses in the Reply All are analyzed and email archives are made accordingly. It is very misleading for team members who look at email history. With a possible "Reply All" situation, it's impossible to determine if a reply when out by looking at email archive history.
Grid Defaults
It would be awesome if each employee could have their own default grid template and set it up the way they want.
Add Action Subject to Workflow Monitor Grid
Sometimes there are individual tasks that are in the grid. It would be nice if we could see the Action Subject in this grid. I would like to request this addition.
Make all text in action note searchable
Currently when you use the search box (or advanced search) on any action grid, only the first 500 characters of the note field are included in the search. This should be expanded to include the entirety of the note field.
Record Search
filter by more than 1 item. Example filtering multiple record names that contain last names: smith & weissman & roberts
Global Recurring actions
Be able to to create Global Recurring tasks by a classification. e.g., for all Platinum Clients create a recurring action to review estate documents every 3 years
User Lockout Notification to Administrator
Hello, When users are locked out of Junxure due to failed log in attempts, I the Administrator am unaware until the user contacts me. Suggestion: Add a feature that emails the Administrator when any user is locked out of Junxure.
Additional Filter
On the Record Search Bar at the top of the Junxure screen, could you add a filter, where you can default search only select Owner Groups? For instance, I have global access to all Owner Groups in my office (over 25) but I mainly support only a select
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