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
Add to User Profile the Ability to Turn System Alerts On/Off
Currently, it seems System Alerts function differently depending on the which integration is being used. It's very unpredictable. It's important for a particular group of people need the ability to see all System Alerts. I would like the ability to turn
Money Movement Tab
in the asset field there is a money movement tab that has a lot of useful information, but we are not able to pull reports for this information. Is this something that Junxure is currently working on? If so, when will that functionality be available?
Is Junxure compatible with a shared SQL instance with another product?
Is Junxure compatible with a shared SQL instance with another product? Thanks, Laura
A "No Email" Checkbox
Just had a client request that we do not send her any more emails because she can't see real good. I think a checkbox next to the No Mail checkbox on the Record would be a good filter to stop unwanted emails. Or any ideas on how to implement this other
Navigation Arrows To Scroll To The Next Record (Bypass the Search)
In Junxure Desktop there is a feature that allows users to click the upper left arrows to got to the next client or previous client without having to do a new search. For projects that involve edits to each and every record, this feature would save a
Contact Export to Outlook
In Desktop, we could move many emails, addresses and phone numbers to outlook. This allowed a full sync to our phones and thus the ability to contact BOTH husband and wife, client 1 / client 2 in a record. It is bascially useless to only bring the record
Orion "Managed Account" field to pull into Junxure.
The Orion data feature my firm uses the most in Junxure, is the ability to see AUM vs. Total assets per household, along with other data that is located in Junxure. This only works if the Managed Account asset field is correct in Junxure, but it doesn't
New mail merge field for first name of Advisor 1 and Advisor 2
I frequently create email templates for my staff and they frequently include the name of the client's advisor, however, it is too formal to use first and last name of the advisor every time for an existing client. It makes it feel non-personal, so instead
Ability to assign a specific Subject to Email Template.
I frequently create email templates for my firm and it would be nice to assign an email subject as well. When I use a template, I have to remind myself to add a subject and then try to remember the catchy subject I want to use to ensure clients read it.
Ability to make Alerts more prominent
It would be nice if the Alert section of a record was customizable, to make the alert red, bold, etc so that critical alerts are more prominent.
Assets/Withdrawl & Cash Target Desktop to Cloud lost functionality
We track and report on Withdrawals including the Withdrawal Amount, Cash Target, and Frequency for all Clients. However, within Cloud, we do not have an option to report on Withdrawals for all Clients like we did in desktop. The only option is to open
Asset Value
It would be nice to have a feature to mass delete all asset values so that when you brought a new Asset Import you could be sure to only have the most up to date information and not residual values for accounts that may not exist anymore.
Enable Record Linking to Insurance pages
Currently the Broker and Beneficiary lines are free type and there is no way to link them to Records in our system. Instead of being a freetype it would be beneficial to be able to link Records or even Persons.
Tax information - Charitable contributions
We would like to see a data point for charitable contributions for our records. We are gathering this information from clients and there is no place to enter it.
Document Download in new window
When downloading a document from Junxure Documents; the document should open in a new window. It is very frustrating to open in the same window.
Alerts for Child Actions
We like that there is no alert when we launch a workflow for ourselves (for the parent action), however when there are child actions launched later in the process, can we enable alerts for those?
Feature Security
Add more granular options not just tabs. I.e. SSN. DOB, more field specific
Landing Page to include notes
Is there a way to set the landing page when i open any record to include Profile»Personal»Notes as it is in the attached.
Advisor Signature Merge Field
It would be awesome if in the user profile (or wherever makes sense) you could save an image of each advisor's hand signature, and then have that hand signature be used as a merge field. This would be a big time saver because then you could run, in one
Adding additional data points to import from Black Diamond
We currently use Junxure for our CRM and have linked it to Black Diamond. There are certain data points we would like to be able to import, such as custodial data and discretionary account data. The only importable data from Black Diamond is under Portfolios
Complete parent and save when emailing
It would be helpful if one had the option to "complete parent and save" when adding an action that includes sending a correspondence.
Time Due for Actions
A helpful upgrade for Junxure users who recurring daily actions that need to be completed at a specific time each day would be to add a TIME DUE feature to Actions. This would allow the user to not only assign the Due Date, but also what time the Action
Time Due for Actions
A helpful upgrade to Junxure for users who have recurring daily actions that need to be completed at a specific time of day would be to add a TIME DUE feature to Actions. Ideally, Junxure would sort all actions due on a date my the time of day they are
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