"Acknowledge Selected" Alerts vs Acknowledge All button
We should have a feature in the alert window to select alerts and acknowledge them simultaneously without having to individually acknowledge them. This feature exists with the "acknowledge all" button but an "acknowledge selected" button would be beneficial.
Expand email by clicking in grid row
Currently, when browsing emails, the user has to click the "+" icon to expand the row and read the body of the email. That "+" icon is a small target for clicking. I'd prefer the same behavior be applied to anywhere within the grid row. Click the row,
JX ClientView App
Some of our clients would like to be able to access their personal ClientView portal through an app.
Adding a workflow while in the Record Worflow
The last post for the day, I promise. When I get to an Action and that Action is to add an Action workflow based on circumstances (multiple options). So when looking at the Record Action Workflow and I go to Add Action and choose the Action workflow to
When editing a workflow Action it needs a "Save and Complete " Button
After Editing a workflow Action it would be nice to save the edited information and complete the action with one button. Both the "Save & Close" button and "Save & Add Related" Button would be nice. like when you add a note to action that sub actions
Ability to Print Report with and actions even when your browser is set to Automatically download PDFs
Currently if PDFs are set to automatically download instead of being embedded it will not print. The Checkbox inside (chrome://settings/content/pdfDocuments) if it is unchecked the print report button would work.
Documents - Modified Date
Please allow us to view the Modified Date within the Documents Grid. With the option to edit documents, it would be super efficient to see the date the document was modified along with the date created.
Service Monitor Reports- Ability to See Workflow Assigned
It would be nice on the service monitor report to have the option to see what workflow is assigned to what service.
Adding a Referral
When adding a referral, it's difficult to determine which record to choose if we they have a common name. Please see attached image
DST Asset Import/Integration
Our asset/account data for all of our commission based accounts such as annuities is aggregated at DST. Files are created for import into other systems at DST Fanmail. We would like to see a way to import asset data for these accounts like we do Black
Make Sub actions easier to Add
When you complete an Action with a dependent Action, the "Add Workflow Step(s) pop up window comes up. I have to scroll down in the case of multiple Actions within a workflow to find the Action I want to Add to verify that is the action I want to add
Record Action Workflow Space Settings
It would be nice to have a GLOBAL setting for showing what kind of Actions within the Workflow (All, Completed, Not Completed, etc.) then if those Actions are expanded or not. Right now you have to change the settings everytime you go into a new Action
App-Based Two-Factor Authentication
Having the option to use a third-party authentication app like Google Authenticator would enhance security. Two-factor verification that relies on codes sent via SMS messages are more vulnerable to being compromised.
Outlook 365 Email Add-In for Mac Book
It would be really nice to have the ability to install the Outlook Email Capturing in MAC
Time on Workflows
On Junxure desktop we were able to add time in workflows. We would love to be able to add time to workflows.
Opportunity Owner Drop-Down
In the "owner" field of an opportunity, both active and inactive employees' names appear in the drop-down. Please change this to show only active users or allow us to set that preference at the firm level. Thank you!
Record Actions and Assets Box
It would be nice to have the A Financial Account Type field in this area as we do in the Account area. The drop down box in teh assets link in the task is not as helpful without account type label as an option
Phone Call Button
Our advisors make a lot of phone calls. They are asking about adding a button that would open a phone call action (up at the top of the scree with the "Add" buttons.) We have a phone call template set up, but they would like it to be easier to access.
Custodian Dashboard
Can custom dashboards be created? I'd like a graph that shows how many accounts and also for how much we have with each custodian we work with. Thanks!
Social Media for Records
We also use records for vendors and companies we do business with and then add their reps as contacts. It would be nice to have option to add social media accounts to records for these companies and not just the contacts since all companies have social
Email - Additional
Please make it possible to ONLY email to the "additional" email address. We use this to email our compliance documents that we specifically have authorization to email. Sometimes the email address they have given us is one that they have specifically
Service Monitor Reporting Grid - Add "Record Tags"
Please consider adding the "Record Tags" field as an available Column on the Service Monitor Reporting Grid. It would be very helpful to have and is a shortcoming of the Service Monitor Reporting grid without it. Thanks.
We have the TD Ameritrade VEO integration but the account values are static.
Is there any way we can use the VEO data to update the account values? This could be an import option, and a manual process, but we have the daily values within the account tab, yet the account values must be manually entered. Thanks!
Every grid view needs a back button
When accessing data from a grid and saving any new data, every situation should take you back to the last grid view you had. This function exists in limited areas such as the My Pending Actions grid.
Alerts on Actions assigned to yourself
We often use Alerts as a secondary way (in addition to the Action queue) to stay on top of newly assigned actions. It would be very beneficial, therefore, to have an Alert populate when you assign a new action to yourself.
Action and FYI Alert
We are looking to have the Junxure tab flash or read "New Alert (1)" when there is a new action or FYI assigned to us. Or we need to have an alert that pops up even when we are on another screen instead of Junxure. We loved that feature of Junxure desktop.
PDF Bullet Points
Instead of the funky circles and suns for pdf bullets, how about returning a Y or N? My compliance reports look a little silly.
Junxure Add-on for Outlook Web App
Junxure add-on for Outlook web app that allows email capture.
Junxure Triggered Emails for New/FYI'd Actions
A feature that would allow Junxure users to receive an email when they've been assigned to or FYI'd on an action.
Annuities
Need to have a place to track Annuities.
Rotate Saved Documents
Please allow the ability to rotate scanned documents.
Action templates with the ability to keep service monitors checked at all times
Action templates with the ability to keep service monitors checked at all times. We would like to see this on Meeting templates.
Clear All Option on Grids
After applying several filters to a grid, having a clear all filters option would be awesome. Perhaps right before the text that reads Filter(s) Applied, there could be a clear all filters button. See attached for example
Service Monitor Report to List Workflow Assigned
It would be extremely helpful on the service monitor report to also see what WORKFLOW has been assigned to what service.
Email Organization
Hi Junxure Team! Just a couple thoughts. It can be hard to track down an email especially if a team member does not list it on an action labeled as an "email" versus another action name. So my first proposal is: 1.) Perhaps within the Correspondence Tile
ability for action to include data field from client record
I would like to have the functionality to create a recurring action that includes a data field from the clients' record. For example, an annual recurring action to review the clients' billing rate would pull the current billing rate (captured in User
Files stored in Egnyte
Could we have Egnyte as the file server in JunxureCloud
Opening Documents Changes
After the recent update, opening documents no longer open in a separate window and open in the same window....This is very frustrating for many reasons. I can no longer open a document and refer back to notes in an action while having the document open
Junxure Add-In Search Feature
if possible, it would be helpful to make the Junxure Add-In able to search by Record Name not just Person Name for manually attaching emails to records.
Fields Added to Column Chooser and Advanced Search
When creating an Advanced Search in the Records Workspace, “Target List” and “Prefix” are missing from the available Records Fields to include in the Search. “Prefix” is also missing from the Column Chooser list in the Records Workspace. Can these fields
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