Add Advisor 3 to Action Workspace
Please add advisor 3 to action workspace so we can view advisor 3's actions easily in the action workspace.
Filter the Dashboard Card: Clients - Out of Contact
The dashboard card for "Clients - Out of Contact" only filters by date range or advisor. It would be nice to also filter by type of contact. For example, to exclude emails and only look at the last action type for a phone or meeting. Our firm sometimes
adding text to Notes Editor is double spaced when you hit enter button
The notes editor currently will always input a blank line when using a line break, and there is not a way to modify that setting. Text that naturally flows to the other line will be single spaced, but using Enter to change lines results in the blank line.
Widen the Record Tiles, Please!
I am glad to see that emails now wrap instead of being cut off, and there is a new copy feature. But can you please widen the record tiles so that most emails don't wrap? Thanks
Add a copy button next to all text fields to make copying data a quicker process
This could also be done in other places but specifically under client summary I'd like there to be a copy button next to the edit pencil for quick copying of the data on each line.
List Advisor 1 under Relationships Tab
It would be helpful to see, at a glance, a column for who the Advisor 1 is for each relationship listed to a client without having to click back to the original client or click into that relationship person (i.e. child).
Promote Informational contact
As was possible in Junxure Desktop, please include the option to promote an informational contacts/relationships into it's own Junxure record. Thank you!
Informational Contacts to Contact Records
It would be amazing to be able to click a button to promote an Informational Contact to their own Contact Record that would bring over all the data from the Informational Contact into the new record. This would avoid having to re-enter information that
Profile»Personal»Notes
Profile»Personal»Notes Please allow the options to expand this section when entering information. The window is is very small when entering data. Suggestion, would be to provide an option similar to the expand option in an action. See attached examp
Personal Information/Notes Section Edit Box
In the Notes section, we see only 7 lines at a time in the edit box which isn't enough. We keep a lot of Notes. Please have the box size increased.
Notes section under Records Profile
When reading existing NOTES under each Record it is a LARGE screen. When we select the EDIT feature it gets super small to about 1.5 In of screen space- some extensive notes can take 5-10 minutes to scroll to locate a piece to edit. EXPAND the EDIT screen
Prompt for Save
When editing a section, e.g. Notes or Personal Information, it would be really, really nice to have a prompt when trying to go to a new section without saving. I can't tell you how many times I have had to retype data because I had forgotten to save
Notes HTML Text
We use Notes, Important Information to store web address, user and passwords for a variety of vendors. It would be nice to have HTML capable text options so we can add hyperlinks in Notes Section. Right now the only option is plain text.
Fonts / highlighting / underlining: compliance and accessibility
In a Record, the top menu bar- Notes, opens a box where you can type in important information. There is no way to distinguish anything anymore as being more important by using a larger font, a different font, highlighting it- typing in RED. We often need
Button to Copy Email Address
When copying an email address from the record summary, you currently have to click into the address as if you are editing it. It would be helpful to have a "copy" button next to the email address to automatically bring the info into your clipboard, which
Relationships - Age
Would be nice to see the age of each Relationship in the grid, not just DOB. Otherwise, I need to open five different tabs.
Allow Dates to be Typed rather than Selected
I want to be able to type the full date in any date field, rather than select from a calendar. It takes at least 3x as long to run through the little calendar than it would to just type in the exact date. I wouldn't mind if the calendar was an option,
GoToConnect / Jive Integration
GoToConnect is a unified phone and meeting software by LogMeIn. It would be nice to have an integration that does the following. Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls. Automated Call
Display edited Workflow Name in Workflow Monitor View
There are times when I have a lot of workflows open with the same name: It would be AMAZING, if you would show my edited workflow name, as shown below, in the view above, so I don't have to click the plus sign to open lots of workflows to find the one
Advisor 1 & 2 Fields
It would be great to utilize a pick list of names not just from users in the CRM but as a picklist to choose from of names. Thank you!
Custom Fields has a combo checklist option
In User Defined Fields, it would be nice to create a custom field that has the checklist functionality but being able to check off multiple options (ie: financial services). Similar to the combo, but the ability to check multiple.
Edit Recurring Actions in Bulk
If a workflow template is edited, it does not get updated in recurring actions. This would be a very helpful upgrade!
Feature Request- Add Team Member Designations
I would like to add Financial Planner as a Team Member Designation, specifically in the Service Monitor report. We have this created as an additional Team Member Designation but I would like to be able to pull it on the report.
"Cell" or "Mobile"
You list both in separate areas - can we just stick to "cell" and get rid of "mobile" - this has bothered me for years! I don't know why, but it just does - hahaha.
Record search- include nickname
When you type in the Record Search field, it would would be nice to have the nickname field show. I know you recently added other options to show up. Our CEO asked for this and this would be very helpful when searching for a client/record.
Add More fonts to email
Please add more up-to-date fonts to the word editor, i.e., Freestyle Script.
Record Profile Details
Would be much easier to use if we could default the profile detail sections to collapsed because it is too much to have to see everything all at once every time.
Workflow Setup - Reminder to Save/Save Status
It would be nice to have a date/time stamp in the workflow setup to show the last time the workflow template was saved (not in the grid, but when you're actually editing the workflow, maybe somewhere in the area below) Also, it would be helpful to have
Dashboard - Why is there no cards for Insurance
There are no cards available for insurance policies. Will there be any available soon.
Reminders Visible in Action
Please make reminders visible in an action like alerts used to be.
Add "Reminders" to be included in Summary Card
It would be so helpful if you included the Reminders to show up when you click on Summary Card (within the actions). We have very important info in Reminders section which would be helpful to see when we pull up Summary Card to call a client. I know you
Ability to Edit the Reminder from actions
When working in actions I can click the icon to view the reminder. It would be great if I could also edit the reminder when viewing. HOW WE USE IT There is usually an event that takes place to cause the update of reminders. That event is noted in an action
Reminders
Add the reminders tab to show on each tab instead of just the summary page (the entire description across the top, not just the symbol). That way, when doing an action, the reminders are clear and you don't have to search for it. They sometimes are not
Ability to Bulk Change Actions
The ability to bulk change actions (due date, priority, assigned to, etc.) from the actions grid would be a huge upgrade that would save a ton of time. It's currently a very manual and time consuming process.
Expanding the Actions Data Change Tool
It would be a huge help to expand the actions data change tool to be able to mass change the assigned to and the due date fields. This would save a ton of time as we're constantly pushing multiple actions back in due date and right now it is a one by
Capitalized file extentions will not upload
Our Xerox copier creates PDF files with capitalized file extensions, e.g. "Xerox_scan_123456.PDF" This is hard-coded into our Xerox device and cannot be changed. When a user attempts to upload a document with a capitalized file extension into a contact's
copy and paste extra clicks
I am unable to just copy and paste when creating emails through workflows. Instead, I have to hit the paste at the top and paste it separately in order for it to get to the body of the email.
Dashboard - new client by source/lost client by reason
It would be nice to see new/won clients by source on a dashboard. We can see all opportunities by channel, but I want to actually see where the new clients that signed up came from. This would also be helpful for completing benchmark surveys (i.e. Schwab).
Medicare Eligibility
Create a dashboard using the DOB for the Contact cards to remind us of Medicare eligibility. Showing the 3 months prior to 65 and 3 months after. Currently we just filter a search grid under the records for both, and merge it into one excel, it works
2 Way Exchange Sync!!!
Very frustrating to go from Junxure desktop with 2 way contact sync on an exchange server to 1 way sync. PLEASE integrate 2 way sync for exchange ASAP!
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