Adding an Annuity tab under Quick links
Please add a tab that says Annuities under quick links. this would function much like the Insurance tab and allow for general contract information an annuity might have.
Contact Report should be in Alpha order
Please change the contact report to list records in alphabetical order rather than in Record ID order.
TD Ameritrade Veo link within Junxure is going to the "old" site
TD Ameritrade is phasing out their 'Old" VEO and moving to VeoOne. When I click on my TD link in Junxure- from the dashboard and within the account area- it only lets me log into the old site. We use the VeoOne site- can you update the links to go to
Record information on Email History Report
Please add the record information at the top of the Email history report. If there are no emails that generate during the time frame, there is no indication on the report of which record you ran the report on. Thank you, Chelsey
postpone alert to due date or start date
in desktop we could postpone an alert to the due date...for actions that may be 2-3 months away...say for instance a client says on Oct 1 to journal money for my roth IRA contribution on 1/2 we could setup the action for the team member to do but when
Viewing Emails
Hello, We would like to request a change within Junxure Emails. HOW USER ACCESS EMAILS From the Pending Actions Screen, open the action that has been assigned to them. Once open, they access emails that have been captured via the Linked Items section.
due date alerts
It would be nice if we could set an alert to fire on the due date of an action.
Insurance Report - Include Beneficiaries
When building an insurance report, I would like to be able to include the beneficiaries on it. If you could include that in fields to be included on the report, that would be awesome.
Ability to select and print multiple emails
It would save us a lot of time if there was a way to either print the emails directly without downloading and/or have the option of selecting multiple emails to download.
Field of action template hard to edit
We wish that for workflows we could add details in a different color more easily or do something to highlight comments or the most important instructions for that particular case so team members could find it quickly. Now we need to navigate to the menu
Orion Integration to push client data - would initiate digital acct opening
We love Junxure but really want to see deeper Orion integration. Schwab and TD now both allow digital account opening directly from Orion. The problem for us is that Orion can't pull the Client/Household Data in to Orion to start the process like it will
Action Triggers
It may be useful to allow certain events to trigger the assignment of an action/workflow. For example, if workflow A is completed, the system automates the assignment of workflow B. Likewise, if a client's address is changed on their record, it could
Attaching things to Actions
It would nice if you made it easier to attach Assets, Opportunites, etc to Actions. Right now to attach, let's say an Opportunity requires me after clicking on the Opportunity link 1) scroll to the right when the pop-up box appears(should be no scrolling
Asset Type Issue
In the financials section under Assets, every asset has the "Asset Type" of 'Financial Account', and we can't change the Asset Type. This is a problem, because when we run the Junxure-created-report under Asset Reports called 'Personal Finacial', every
How to modify defaults for mobile actions
Is there a way to update the default settings for mobile actions. I can't find it (mobile action) in the workflow setup.
Docstar Integration
We use Docstar Cloud as our Document Management System. Previously (before Docstar and Junxure went to the cloud), we were able to move documents from Docstar to Junxure by just clicking "Send To" in Docstar and picking the folder we want it to go in in Junxure. Being as though they are both on the cloud, we can't do that anymore. Is there a way (besides downloading and uploading) you can integrate them? Will we be able to send documents to Junxure from Docstar and vice versa?
Orion ID
Please allow the new "Orion ID" field from the Record Summary to be added to the records grid as its own column.
rotating anchored pictures in JX Cloud Email Template
We send out a quarterly newsletter that includes pictures. JX Cloud Email Templates don't allow rotattion an anchored picture. When uploading the template into Correspondence, the pictures will rotate as they were in their original saved state instead
Insurance Type Field
Can we add Annuity to the drop down for Insurance Type?. Unfortunately, Insurance Type is NOT one of the fields on List Maintenance we can change so we need it added. We have over 100 annuity policies entered that are all marked as Life which makes it
AUM Calculation
Is there a way to have "non-managed" accounts taken into AUM consideration when calculating total AUM for the dashboard?
Documents likned to Financial Accounts
It would be nice to link documents to specific a financial account to meet book and records requirements. Dave
Multiple Delivery Correspondence
When generating letters to clients, it would be nice to have the ability to also elect e-mailing the merge & saved version to the same selection of clients as an attachment.
Notes Section: Profile Personal Notes section
When entering Profile>>Personal>>Notes section We have a team that stores vital client information in this location. The only issue is the window in Edit Mode is very small. See Attached Example. Would it be possible to allow users to expand this window
Integrating PreciseFP
Hi We'd love to be able to integrate our PreciseFP subscription with Junxure. Thank you! Debbie
DocStar Integration
We would like a DocStar integration to make storing files easier and more convenient. It would help to streamline our document management process.
Laser App
When using the Laser App Integration in Cloud, the data that is sent to Laser App cannot be saved as a Laser App Contact. As it currently stands, all Laser App Contacts are completely wiped out when you use the Laser App Cloud Integration. Suggestion
Stop opening a new tab
Is there a way to stop a new tab from opening when clicking on the Action ID in an Alert?
Taxes Tab
Would love to be able to add charitable contributions to the list of information as well as to be able to see some more of the information listed at first glance instead of just "Year" "Belongs To" and "Tax Liability". Also a separate section for tracking
Document Sub Folders
When accessing the document folders, it's not easy to identify which folders have sub-folders within them. There is a very small line on the folder icon that indicates there are sub-folders, however, It's super tiny and hard to see. Suggestion 1: When
Calendar Scheduling Integration
It would be useful if there was a scheduling app that integrated with Junxure. Other CRM's out there integrate with Calendly and other scheduling applications and it seems that Junxure is the only one lacking this feature.
Customized Alert Timing
In Desktop, Junxure had a feature that allowed the user to receive an FYI/Alert at a later date. In doing so we were able to draw attention to actions that may not be due yet, or to draw awareness to actions that may be due but get lost in a myriad of
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.
Client Type in Junxure Cloud Recurring Action Items
It would be nice to have a spreadsheet with the client type in all the Recurring Actions. Sometimes we make changes to Workflow process and we need to update each and every recurring action item. We don't use the service monitor because we think we will
Tool to monitor data dumps/report exports
Would like a tool where owners can review all data being exported by an advisor. Good way to protect PII of clients.
Selection Tool?
What purpose does this tool even serve? If I can't reassign ONLY the selected to a different user, can't copy ONLY the selected, can't run a report on ONLY the selected-- why does the tool exist? And are these functions that COULD be utilized? The reassign action tool is useful, but only if someone leaves the firm-- what about in managing day to day workflow? We have an intern that needs day to day work and our team can provide him with some, but it takes just as long to individually enter into the
Alerts
Have a desktop app that would display our alerts without having to log into Junxure.
Log Off/Log In
When being logged off due to inactivity, return all open tabs to their previous screen rather than to the Jx home page.
Editor opening in same tab - PLEASE CHANGE!
Please go back to how the editor used to open in a new tab! Now that it open in the same tab there are two big issues... 1) Not easy to refer back to the action/workflow/client 2) IMPORTANT: If you need to add a next step to the workflow you have to remember
User Profile
Just added a new user and the Role field is required, none of the current drop down fit our firm and field cannot be edited. Can this be updated to one way or the other.
CSS Field in Action FYI
Can we please update the Action FYI menu to have an option to select a CSS group?
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