More In-law relationship inputs
There is father, mother, and son in laws, but no other in-law relationships?
Add Global Email Report
We had Global Email Report available in Junxure desktop and used for Compliance purposes.
Action Reports as Formatted in CRM
It would be great to have the report generated when printing an action include any formatting that is in the action.
More than two related records...
It would be great to be able to link more than two individuals to a record. Many households have dependents, and businesses have multiple contacts or employees...
Merge actions
It would be nice to add a feature within AE CRM to merge two unrelated actions into a specific existing action. Thanks!
Putting images in action items
Hello, we used to be able to paste an image directly into an action item in JX desktop (Like from snip tool), but this functionality looks like it is no longer available. Could this be added back in? It looks like some people have already requested this
Ability to link cloud storage documents to Junxure Cloud estate/tax/insurance entries.
Currently, only documents stored in the Junxure Documents workspace can be linked to an action/record/other data entry. The ability to link documents stored via a cloud storage provider would be useful i.e. if you had a document in ShareFile and had the
Integration with FMG Suite
I would love to see an integration with FMG suite. So we can manage our email distribution lists we use in FMG suite for Marketing. We already use Constant Contact but FMG offers a unique marketing program we can not do with Constant Contact. Thank
Company Name Not Appearing in Persons 1&2 Cards
In the old and new record layouts, the company name is not appearing in the addresses for Persons 1 & 2. Please have this fixed.
View Adv 1, Adv 2, CSR
Since the last update, when in an open action you cannot see who is Adv 1, Adv 2 or CSR where they should be toward the top of the page. Please advise or update so this information is visible when in an action. Thank you.
Tags in New Record Layout
The tags in the new layout, on the household summary only show about 8 characters. We would appreciate it if these tags show more characters so they are useful without having to click into the list of tags. The majority of our tags are longer and it's
Estate Planning Record Report Enhancement
The Estate Planning Report prints the documents in no logical order. The documents aren't printed in alphabetical order, nor are they grouped by person or type. The information within the Estate Planning tab are sorted alphabetically, then by type, then
VOTES PLEASE - ALL Fields Reportable and usable in Dashboards
Simply make ALL data fields reportable. In order for us to use the data we put into Junxure, it must be available as a Data Field Column on the appropriate dashboard. If you look down through all of the Ideas, you'll see that a LOT of them are different
1 Click Shortcut Button to Add A Conversation Record
Please create, or give the user the ability to create, a 1 click shortcut button to add a conversation record rather than the multiple steps it takes now. Click the button and the conversation record pops up.
Create Shortcut button to start / open a new conversation record
Create (or give the user the ability to create it for themselves) a 1 step shortcut button to start a conversation record - like desktop Junxure. Click 1 button and new conversation record window pops up. In Junxure CRM takes several steps to get a new
User Interface too clunky/not flexible
While in a workflow task, I shrunk my window so I could put two windows side by side (I have an extra wide monitor). This caused the 'notes' box to get shrunk so small it's hard to see and add text in. I was able to make it bigger with the help from your
Profile Information Security
It appears that all users can edit (using the pencil icon) in the new Profile Information area, and we cannot find a control in Feature Security to limit who can make edits. Help, please!
Accounts continue to be linked after split
Records that are created by "linking to existing" rather than retyping all of the information manually are continuing to stay linked after being split which creates a compliance issue. We have clients that were linked at the time of creation but have
Save UDF changes when saving opportunity/asset/insurance
When adding an opportunity/asset/insurance, etc, I should be able to edit my UDFs the same as any of the other information on the screen, without having to "edit" that section. I frequently hit the "save" button at the top of the screen after adding all
Starting a workflow from the meeting monitor
The Meeting Monitor report is simply a reference report without visible record types and the ability to mass add an action based off this data. Like the tools available in the record grid, there should be checkboxes with an option to mass add a scheduling
Schwab Integration Update
Requesting to have the Schwab integration update contact information in the CRM.
Date format for letters
Please create a date format for date merge field: Month day, year. For example, August 28, 2019. I can't believe it is not a current format. Thank you.
Prebuilt Reports
Reports should not be limited to 200 records.
Alert urgency
I would like to see different urgency options for alerts and FYIs, for example if we assign an urgent action that absolutely has to be taken care of that day, it would be nice to mark it as "urgent" somehow so that the person receiving the action can
Voice input integration via Chrome and any other Junxure compatible browsers
It would be great if Junxure had an integration with a voice input company for Chrome and other compatible browsers. All Microsoft Applications come with a new voice input option and all users would like to begin using voice input within Junxure as well.
Action Grid
We would love to see a way to filter the action grid space to see all actions due 2 weeks or sooner on a rolling basis rather than inputting a date and having to change it everyday. This would be extremely helpful to the work we do and I believe everyone
Employment Tab: Adding to Grid View
Please allow the Employment Tab fields to be added to the Record Grid Field selections. Right now we have no way to run a grid with employer information by contact. You can complete the fields in the Employment Tab for each contact and there is no way
Meeting Fields
Please add the Last Meeting and Next Scheduled field to the Records search grid. I send a scheduling email blasts to all of our 400 clients for each season. I select the appropriate clients and send a mass email, but I'm unable to see the information
Client access to our calendars for ability to schedule meetings
Is there anything like this available? Clients click a link in an email signature and have access to set an appointment. Maybe that can create a meeting action template. SalesForce has a Schedule A Call feature. See snips attached...
Allow email links to function like normal mailto links
Elsewhere on the web, when an email address is made into a clickable link, the browser knows to open that link using the default email program on the system (e.g. Outlook). So I'd click john@doe.com and my system would open Outlook with a new message
Text in email body action
Good morning - Jamar helped me today, and he suggested that I suggest this idea to the discussion board. Our firm would really like an option for the email body to be captured within an email captured from Outlook. Is there any way to get the content
See reminders when viewing actions from the actions grid.
We can't see the new reminders when we open an action from the actions grid (it still shows the old record summary with the old "alerts"), which is frustrating. You have to take the extra step to open the record to see any reminders. This is causing issues
Action Tags viewable on Action Grids
It would be very helpful to have Action Tags as reportable in the column chooser on actions grids, like we can with record tags on the records grid. We use action tags consistently and for a variety of reasons and it would be helpful to export those tags
How best to track client gift expenses in Advisor Engine?
The old desktop Junxure had dedicated fields for tracking client gift expenses. Actions provided an expenses tab that could track the cost of an individual gift purchase. The dashboard for a contact record had a table that automatically added up expenses
Bulk Recurring Actions
Some of the recurring actions that I want to go out are specific to keywords that the service monitor does not cover. Would like to set up recurring actions for clients based on keywords or based on who the CSR is.
Dashboard Tile - Upcoming Client Meetings
I thought this dashboard tile was helpful as it would give me a sneak peek of people I was meeting with soon and would cause me to triple check and make sure I had all of the information I needed for a productive meeting. However, I then learned that
Opportunities Dashboard Tile
The existing dashboard tiles are not entirely helpful (at least as I can see). The dashboard should be primarily focused on information for day to day duties, not something that you check on periodically. I do not need to know that 37% of my opportunities
Move Documents between folders
Hello, Please add the ability to move documents in mass within a client record folder structure. We have a folder and we now need to segment documents within that folder. We added two subfolders and want to move the documents to the appropriate sub folders.
Mass Document Upload
Would be nice to have the ability to upload multiple documents. As easy as an index file with the document name and record ID match that could link a folders contents to the record.
Please bring back old option to email from an Action
I totally get the many people may want to use email templates, but we create original emails within actions. Now that the most recent update was made, we cannot send an email w/the M365 online version and copy other team members. We are now back to emailing
Next Page