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.
Report on Time Spent
Time spent is an action field we've been diligently tracking over the last several months to get a handle on the types of actions consuming our time AND which clients/records require the most time. There isn't currently a report that would allow us to
Reset Password link
I was informed by Technical Support that your Forgot Password Email Validation System Expires links after clicking on the Link the first time and specifically that some email protection systems happen to interfere with your Reset links after they scan
New Windows for Alerts
The latest enhancement opening a new window each time you click on an alert has created some issues. We have so many instances of Junxure running at one time now, its a little overkill. I think this is a well-intentioned enhancement, but it really should
Launching Actions from Alerts
It would be great to have the feature brought back to launch Actions from Alerts within the same window. It changed within the last 2 weeks or so and now extra time is spent closing excess windows and acknowledging alerts that used to happen all at the
Opportunities
I would like to be able to see actions linked to an opportunity from the opportunity itself as opposed to looking at each action to see what the opportunity is linked to.
Custom CSV Asset Import
We currently use a proprietary portfolio management tool and have multiple custodians outside of Schwab. It would be nice for their to be a custom CSV interface within the Asset Import Tool to be able to do mass uploads of asset information
Workflow Setup/Recurring Action Definition
I'd like to see a way to search all workflows under Workflow Setup and all Recurring Actions within a record (not ones that have been kicked off) when wanting to reassign various workflows/steps/recurring actions to various employees. In speaking with
Pop Up Notifications
It would be nice if firms could utilize the same pop-up notifications internally that Junxure uses to alert us of new features, issues, etc. I would like to have a screen pop up when employees log-in that contains important announcements, alerts, et
Acknowledge Action
For acknowledging actions, we are able to do that within the Junxure Cloud Messages, but unable to acknowledge within the actual action itself. Having this feature would save an extra couple clicks without having to go back into the Junxure Cloud Messages
Downloading Documents Changes file name to include plus signs
When downloading documents from Junxure, they now appear with a plus sign in the file name where there is a space. Please allow downloading of documents without plus signs
Make the Laser App Export tool accessible from the Action screen.
Another item that would be SOOO nice, is if you had the ability to import client data into Lazer App while you are in an action item (or from any other place for that matter). For example, I’m in an action item where I have to send out ppwk. I would like
Document Description
Hello, It would be great if I as the Administrator could change our settings so that the Document Description is not required when dropping documents. Our users are finding it redundant since they name the documents prior to dropping them.
Acknowledgement Actions
In the Junxure Cloud Messages where the actions are you are able to acknowledge everything within that, but once you go into the action to read it you are not able to acknowledge it there. It would be a nice feature to add this in within the action, so
Record Labels
When Creating a new record at the beginning you enter an email and phone number. It does not allow you to add the label there and you have to do that once the record is created by going into it then adding it. It would be nice to have this feature like
IPS date filed in the assets page
I obtain an Investment Policy Statement for each account separately rather than for the household. It would be helpful to have an IPS date filed for the individual account within the assets page.
Engagments section of the profile tab
It would be a nice update to allow Liquid net worth and annual income fields have a drop down feature similar to Overall Net Worth and Overall Investment Objective fields. This would help to make this section more consistent. As it stands right now we
Tags for persons...not just Record
Being able to add tags to persons on the record would be helpful. Prime example comes up every year with Mother's Day coming up. We would like to send out an e-mail withing everyone a happy MD. However, there is no real way to do this without a lot of
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