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?
Retired Checkbox
I would like to see a "Retired" checkbox added to the client record like there is in the Desktop Version. This would make it easier for me to report on those clients that are in retirement.
Document Viewing
I would love to be able to "preview" a document prior to having to download it. Often times I'm looking for something specific in documents and have to open a few files before I find what I'm looking for. Similarly, if I need to drop a document but I'm
Clear All in FYIs
Would like to see a "Clear All" (or similar) button of some sort to clear the current FYIs inside an action and then add the only check the FYIs needed. There are many times where I was FYId on an action, but as the action progressed, (my part was done),
Editor
PLEASE get rid of this very limited tool and replace it with a better tool-=-Office 365! Mailing addresses now blend client names onto one line (in desktop we could use two lines for more normal looking addressees. E.g., for a record with Susie Smith
Deceased Client
Is it possible that when you check a client as deceased that their name doesn't show in the drop down when searching for the client or at least have the deceased tag show up in that box. In the example attached Darrel is tagged as deceased but still shows
Ability to Prefill in Workflow
Would it be possible to add the ability to prefill the time it takes for an action while building a workflow. Most actions take a standard amount of time and it would be great to have that built in the workflow automatically
Revenue Dashboard
It would be great to have a revenue dashboard that can tell you how much time was spent on a client in the last 30 days, 60, days, 90 days, YTD and compare that to their revenue generated. This was an amazing feature in Junxure Desktop and it would be
Integration - Scwhab Service Reqeust
Is it possible to tie an action via UIactionID to a Schwab Service request? It would be great to tie the Service request with the corresponding Alert received from Schwab which designates fulfillment of the request.
The Swirly Load Icon Driving users Mad
The Swirly Load Icon is driving my users mad. I just want to suggest something using something that indicates how much longer the user will wait for the item to load. Use something that shows the percentage done or how many seconds or minutes left to
Mass Document Deleting
I would like to be able to mass delete documents. I notice that with the auto email capturing, the system ends up saving all the attachments in an email, and most of them are junk attachments such as company logos, twitter logos, facebook logos, etc.
Service Monitor Box shouldn't uncheck itself
It appears as though the Service Monitor check-boxes within an Action do NOT stay checked. If I check on of the Service Monitor boxes, it initially puts a check-mark in the box. However, if I (or any of my co-workers) open that Action again, the box is
Junxure to show actual real-time amount from TD Ameritrade on Asset screen
It would be great if Junxure could give a live feed of assets and show the true TD Ameritrade amount on Assets screen (this would obviously have to update daily) instead of having to click into the tab to see actual real-time amount. Can there be an override
Enhanced Record Search Functionality
Currently the Record Search tool on the top right only searches some criteria (record name, email etc). It would be helpful to also be able to search by tag in the record search so non-individual entities like LLCs and Trusts with names different from
Asset Clean Up - Bulk actions
Would love to have the option to delete assets in bulk. We recently transitioned a bunch of accounts from Fidelity > Schwab and have to delete the Fidelity accounts one by one, instead of just selecting all and deleting them at once. Would also be helpful
Prompt people to enter Time before closing an Action
It would be nice if there was a way/setting to prompt users to populate the Time field when they close out of an Action. Sometimes people forget to enter their time spent. Back when we used Junxure Desktop there was such a prompt setting.
Import New Records - with access to import into all fields or at least a few more than whats available
Hello, Here is our dilemma, we have a team that manages 401k Business for approximately 70 Companies. Each of those companies has anywhere from 30 to 500 employees. FYI - their business is growing SUPER fast.. There is a lot of data movement needed on
Opportunities
When adding a new opportunity please make ALL fields available in the entry form. Currently, some key fields are missing like won/lost. Many times I am entering an opportunity like a deposit a client made that is already completed but finding myself having
Favorites columns should be exportable to excel
Favorites columns should be exportable to excel
Service Monitor - Terminated Clients
What's the best practice for the service monitor when a client leaves the firm? Currently we change the service level to a blank "None" service level that we created, but then we lose the ability to see historical data about what service level that client was in before they terminated. Does Junxure or any other user have a best practice suggestion for how to handle this? Currently we don't leave the service level on the record because we don't want any actions to pop up after the client leaves the
Email Archiving
I noticed an "email archiving" button on my dashboard. Why isn't this functional? I would think this would be a service you would offer?
Book Mark
When one is in the actions list and working on actions within, when selecting the "bookmark" is there a way to change the DOB to reflect the entire month day year? That would save a bunch of clicking back and forth when working in this type of list for
Record Relatioships Reporting
There is no way to report on record relationship for a group of records. You can only do it for one record at a time. So if I filter for COIs, there is no way to show on the report names of records with whom those COIs have a relationship. I want to have
Report Assistant
When I create a report format, there is no way to save the grid so that it shows 50 lines rather than 10.
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