Grid for Actions by Teammember like on Desktop
Please have a spot in Cloud that lists open actions by team member like you had on desktop
Won/Lost Clients dashboard card
According to the dashboard card overview, the won/lost client dashboard card only looks at records with the "Client" classification. Terminated clients do not retain the "Client" classification when they terminate. We change them to "Ex-Client" to have
FYI Dashboard Tile
A dashboard should ultimately be a one-stop shop for everything that the user needs to do their primary duties or that demands their attention. Having a dashboard to view FYIs to me would make things clearer and reduce the time I spend clicking arou
Action Grid Formatting and Navigation
It would be great if the actions grid would retain the formatting that is in the action. The actions grid is very challenging to read without any spacing, bold, bullets, etc. This requires you to click in to an action to be able to read the details. After
Consider adapting the Microsoft 365 add in to be used for all correspondence on the users desktop
Consider adapting the Microsoft 365 add in to be used for all correspondence on the users desktop, not cloud, but also avoiding the programs word editor. Currently mass emails must go through a process of creating a distribution list, starting an email
Are you finding that AE's Worldox component works well, and do you also use Kofax?
We just migrated and are using AE's own doc handling/mngmnt system. I checked preferences today and noticed AE offers an interface with Worldox. And that program plays nicely with Kofax, which we have used for ages and really like. If anyone has any experience
Docusign Intergration
Hello, our firm utilizes both docusign and JX daily. We were looking to see if theres anything in the works for bridging both. What would be extremely useful for us would be an automated upload of a completed docusign document to junxure under the c
Custom data import from other platforms
The inability to import into user defined fields from other platforms, such as ORION, is a major deficiency with Junxure, and it may ultimately be the straw that breaks the camel's back for me. There are a number of items which we update regularly, and
Link to Parent Action on New Dashboard
When viewing a Child Action from the New Dashboard, I am unable to see the Parent Action information for reference as you could with the Legacy Dashboards. I very much enjoy the New Dashboard but would love to be able to see the Parent Action instead
Document Attachment - Workflows
For Workflows that have multiple steps that will be launched to others, it would be great if when I attach docs to the initial action, and when I complete it and I'm prompted to launch the rest of the actions I would also be prompted with the option for
Adding a Document Tab to Workflow Templates
Adding a Document Tab to Workflow Templates Many of our templates have instructions to send a form to a client, and having the ability to add that via a document tab, instead of embedding it within the notes section, would be ideal.
Action Note formatting
When you enter notes in the "body" of the action, there is the ability to use bullets and all things to draw the attention to someone of what is important. Please make it so the formatting sticks when you are reviewing all actions for the client. Currently,
Folders
We should be able to add, delete, or change name of folders. We should be able to add sub folders. The document system is of little value structured in its current design.
User Defined Fields- their field name as two words please, not one
I'd like to be able to use Annual Income. Not Annualincome, nor Annual_Income. When I export to excel, it makes a total mess all clumped together. Also, instead of user fields importing to AE from Desktop WITH the data from Desktop, a new set of user
Can't See Bottom Items in Create >> Workflow Menu
When creating an action through the Create button >> Workflow, it is not possible to see the bottom items in the last menu's list.
Assets grid showing periodic withdrawals
In the Desktop version, the account tab listed each account and the withdrawal amount and frequency for each client. In Cloud, I have to open each account and scroll down to Money Movement to see if a client is taking a distribution, and if so, how much.
Red Clock Icon for Past Due Tasks in Workflow Monitor View
I would really love it if the tasks that were past due were represented by a Red Clock icon in the view below and Blue was reserved for tasks that are due next, but haven't yet hit their due date. It would save me lots of time from having to click into
Cannot Export Single Contact from Advisor Engine to Outlook
In the old version of Junxure, we could go to a single record and export that particular person into Outlook. Now we are told that we can either import all contacts or none of them into Outlook. What sense does that make? It makes much more sense to be
Asset Import Column Options
Currently the fields we are able import through the csv process are set to a default number of columns along with what those columns are. It would be ideal if we could increase the number of columns we can import or, if there can only be a set number,
New Dashboard Layout-Fields too Small
Is there a way to adjust the field sizes for the "New Dashboard" layouts? Some of the information is consolidated too much yet there is plenty of space on the report. See attachment
Client Anniversary Field
Change the "date became client", to "client anniversary", and have the number of years calculated, the way Age appears. I believe this is how it appeared in the desktop version.
Improvements To This Forum
I applaud the fact that Junxure has the "Prod Ideas" forum to allow public feedback. The fact that you're also providing responses in the open (e.g. "In Progress", "Under Review", "Will Not Implement") so that everyone can see what progress is taking place is also fantastic. Our firm is new to Junxure, but this practice is a huge confidence boost to us that you are looking to the future and that the product will continue to improve. But I'd like to suggest a few improvements to the forum itself.
Color Coding for record actions
I like the color coding of past-due, upcoming, and completed actions in the workflow view. I want to be able to see the color coding within the client record before clicking on an individual action to view.
Set a default font color per user within actions
It would be nice if you could set a default font color per user, meaning that when i make a note in an action that has instructions in black my default font color could always be blue and I could just start typing in blue without having to change it every
Firm profile AUM not calculating properly
I noticed that our firm's AUM was wildly inflated, and opened a ticket after not being able to find where the error might be. Was told (very quickly) that it is a known bug, whereby the amount of AUM per client is multiplied instead of simple addition.
Return to where we were in the Community Board instead of back to the top
A small thing, I admit, but a huge time waster for new firms onboarding. If I am on page 3 of the community board, and I upvote an idea or reply, after I submit, I go back to the top of the page and waste time getting back to where I was. The increased
Allow Searching on AlertType and AlertDetails
It would be helpful if there was a way that users could go back and search actions based on the AlertType being FYI and the AlertDetails including their name. Once an alert is acknowledged, there is no way to search for it if the user was only an FYI
Create ability to provide rReport with the # of pending Actions Per Employee As Done in Desktop
You can sort, list, select, but you cant do the simplest thing- show the count of the number of pending actions per employee. This is another example of mistakes made in the transition from Desktop to Cloud. You can do all sorts of things in the grids,
Opportunities Reporting
I have already submitted another request to improve opportunities reporting within a dashboard. However, in the interim, the current reporting can also be improved. 1) I sort my opportunities by type (drag the opportunity type column to the top). This
Add a Tab for Agenda Items
Desktop had the ability to leave agenda items for the future in an action and then be able to collect them in a report, even if the action was closed. This avoided leaving a number of actions open. Consider creating a tab to do the same, with either an
search the body of emails in a client record
Junxure desktop had functionality that allowed you to search all emails in a client record for specific terms. It was an incredibly useful feature. Unfortunately, that search functionality has been significantly curtailed in AdvisorEngine. Through Microsoft
Co Client Engagement
The engagement section only has one set of fields to capture risk tolerance, investment objective, etc. Often though, a record is a married couple. Once spouse might have a high risk tolerance, while the other is quite low. This leaves either the choice
Prefixes for Person 1 and Person 2 reportable in grids
We have several clients with the same last name and different prefixes that they go by when calling into our office. It would be helpful to have the prefix fields for Person 1 and Person 2 available to add to grids for our team members that answer the
Increase Size Limits for Documents
It would be great if the size limit could be increased. We regularly have large documents, i.e. tax returns, estate documents, etc., that we have to split into several files in order to upload in the Documents space.
How about having the Action ID show up in the Action when you open it?
From the Actions grid list, if I open one to read the notes and review the latest, there is no Action ID on that page?? I have to go back to the grid list to find the Action ID, or, I have to click Edit, then click Save. Seems minor unless you need to
Document Mnagement
How does everyone handle document management? We are struggling with no longer having our P-Drive and trying to find the best solution possible. With the limited ability to edit documents in Junxure Cloud, we typically pull them down to edit. We've been
Does anyone know how to make folders in doc/email templates so you can sort/file them by category?
We have hundreds of doc/email templates that were filed in template folders in Desktop. If you wanted a compliance one, you opened the template folder- Compliance, and chose from 5 instead of 400. Since a majority of our templates did not migrate (had
Tax information
You need to be able to pull or show the tax year on the report you pull for tax information. When you build the report you are not able to select the year and you only get the information from the last tax return that was put in to Advisorengine. So you
Can we add the secondary phone numbers and emails to each Record's main page
hello, As of now, the main page of the Record shows the advisor 1 and 2, CRS, client address, phone, email, classification, tags, aum, last meeting and anniversary. could you please also add a secondary phone and email to that page? thank you
Junxure App
Do you have a Junxure App in the works?
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