Action Creation
It would be create if there was a simple button that you could click to create a TO DO action (or a specific default action of the user's liking) in a contact record. Many times, we use the TO DO action to delegate activities in our firm. It's a waste
Automate API pull from Orion
We have recently integrated Junxure with Orion. The connection is currently one way which forces us to have to run the asset import manually when making updates. Data gets out of date quickly which make firm adoption of Junxure difficult to obtain.
Field to be added to Asset Grid
The "Last Updated" Field in an Asset is not available on the Asset Grid. Like to look at when Assets across my book were last updated so we can update them after a specific time. Currently, we are manually adding assets. Thanks
Ability to 'Complete' an action you are assigning to yourself
When assigning a task to yourself in Junxure Cloud, you have to completely exit the task and then re-enter the task before you have the option to click 'complete.' It would be much faster to have the ability to both create and complete an action at the
Correspondence Address merge fields
I would like the ability to put the Physical Address (Primary Record Address) and the Mailing Address on a letter. Right now the <<Address_Mail_Add_Record>> merge field pulls in the primary address when it should pull in the address for the Address type
Merge Actions for two records
I have two records of the same person with emails in each record. How do I merge them.
Alerts/Action
Today when you receive an alert on an action, the text in the action is truncated. The only way to read the entire action is to open it up via the record. Please have the field enlarged to support the entire text.
Alternating Grid Colors
I really liked the alternating grid colors that the desktop version had. Is there a way to bring that into the cloud? Makes seeing the actions easier. Thanks!
Add option to opt-out of alerts assigned to yourself
In JXD there was an opt-out feature so users did not get alerts they assign to themselves. This is intuitive because you know you just assigned an action to yourself. This would be particular helpful in multi-step workflows. When a multi-step workflow
MailChimp Integration
Great system to track email marketing - would love to see it integrated with Junxure! https://mailchimp.com/
Outlook and Office Integration
Email editor and document editor need to have dynamic link to Outlook and Office as the current Junxure tools lack much of the functionality of these tools.
Beneficiary Export
Need a way to export beneficiary data in a usable file format. Currently you can only export the bene report, in an unusable excel file, and only 50 records at a time. If the data exists in your database, you should have a way to export it as a csv file.
Running reports based on relationships/ Classifications
I am attempting to run a report for all the the records classified as accountants and all of there clients listed under relationship In report assistant it will only let me see people listed under classification and no who they have relationships with
Ability to acknowledge an FYI within the task
Our office is having to do a lot of extra clicking when it comes to FYIs. First, we click on 'Alerts' and then have to click into a specific Action to read why we were FYI'ed on it. However, we cannot acknowledge it from that screen. Instead we have to
Improve copy/paste contact info
We often find ourselves wanting to copy and paste a Junxure record's contact info in an email to send to a client, but when you copy/paste from the record summary area, it comes over with funky formatting. Even with pasting "without formatting" there
Update Alerts automatically
It would be great if Alerts were updated automatically after acknowledging them, instead of having to navigate to another page in order for it to refresh/update. It can get confusing.
Schwab Interface
Is it possible to export the information seen on the Move Money Screen into an Excel Spreadsheet? The information we seek is the RMD Amount and if a Systematic Withdrawal, the specifics of the withdrawal plan. The report is not currently one we can pull
Acknowledge Alert button in Action
Since viewing an Action from an Alert does not clear the Alert, add an alert acknowledgement button to the action so you do not need to go back into the alert window and acknowledge the alert. Ideally the Alert would auto-acknowledge once the alert/action
Advisor title merger in documents
I have created a few document templates in Junxure and I am able to use the merger to pull in the advisor, but then I have to manually type in their title underneath their name. Is there something in the works that would allow us to link that info t
Gmail Inbox Integration
For those of us not using Microsoft Outlook, enhanced integration with Gmail would be helpful. Gmail has built in option for the creation of third-party add-ons - if Junxure could replicate the functionality of the Outlook add-on for capturing emails
Add "Completed" as a column heading on the action alert tab? (Junxure cloud messages- BELL)
I am alerted to a lot of actions in the office (I receive an FYI) and I am a follow up person to make sure nothing falls through the cracks. It would be MOST HELPFUL for us and EASY for you ( I think) to add a "completed column heading" on the Junxure
Read Only Action
It would be nice if an action could be open and editable by one person at a time. For example: if Sally opens and action and is actively editing it, if another user, Bob, were to open that same action he would be allowed to view it, but not edit it until
Import Email by Record Search
When in Outlook and needing to import an email by client search, it would be great if we can search by record name rather than search only by Person 1 or Person 2. An example we often face is when an email is related to a business or 401k record. If the
Remove Emails from Documents
Please remove emails from the documents tab or allow us to turn it off the capturing in documents. We just transitioned to cloud and now see a mass amount of emails. I have filtered the emails out of the users view so that's not an issue. My MAJOR concern
Alerts on Actions assigned to yourself but due in the future
I assign myself tasks fairly regularly to complete something 2-4 weeks down the road, but unfortunately, because I assigned the task to myself, I don't get an Alert on the day it becomes due. It does show up in my action queue, which of course is helpful,
Is anyone from the Junxure Product Team reviewing these?
Just wondering as I haven't seen any feedback.
Mass Email Question
Is there a way to send an email to only JunxureCloud contacts (for example) with the classification of "client"? We just sent a mass email yesterday and used the "correspond" button but we had to go through ALL our JunxureCloud records and select who we were sending to. I thought there was a way to choose a specific list to make things easier. Thank you!