• Won/Lost Field under Opportunities

    Recently we had a prospect that ghosted us 1.5 years ago and has come back to start over. The status was changed to "cold" and below that "lost." Now that I changed the status to "open," I cannot change the "won/lost" category to anything else, which

  • Automatic Refresh

    All programs that we work with are constantly updating informtation, but with Junx we have to manually update to have the most recent information. When I acknowledge a task it sits there by the bell even though I've cleared it out. This is a pain, and

  • Moving Actions to Different Workflows

    The ability to move an action to a different action workflow tree in Junxure Cloud.

  • Formatting Total in Asset/Liability Tab

    A small enhancement to the Asset/Liabilities tab would be helpful, where the total of the "Ownership Value Amount" could be better differentiated to stand out. In desktop, the row is clearly labeled "Total" and the numbers are highlighted in grey. A simple

  • No Quick View Links/No way to pin Client Cards

    The new view of Junxure continues to be VERY PROBLEMATIC for power users in the Administrative and Operational roles. The client cards with all the information contained in it cannot be pinned to the top of the page. So, if you have to work in the Workflow

  • Lightweight fonts for data are hard to read

    Often I am craning my neck toward the computer screen when I need to verify client information, such as SSN, phone numbers, dob, etc. (The data is everything!) The current font is very lightweight. Is there an option to change this font for one with thicker

  • Schedule Alerts for Actions (Replicating the feature that was available in Junxure Desktop)

    Hi, I am a new user to the Cloud from Junxure Desktop. A feature that I used a lot in Desktop was scheduling alerts, or reminders. This does not appear to be a feature in Junxure Cloud, so I'd like to request that it be created. My list of pending actions

  • Past Due Action Report

    Suggestion to add a report option that shows all currently past due actions in a report. Most companies want to review all staff actions on a regular basis to ensure items are being completely in a timely fashion. This would be a great report to be able

  • when creating an action, pop up window does not expand

    I had to save and close the action and then reopen it to be able to get it bigger. If we could just expand the pop up or be able to do full screen. 

  • Automatic Notifications

    When assigning a task, it would be helpful if the assignor received an automatic notification if the assignee was out of the office.   That way the assignor would know that that the task may not be completed by the due date.

  • Single or multiple field excel/csv load

    I'm sure others have suggested, but it would be really helpful to be able to load data from an excel into existing records.  For example, if we aren't currently capturing their birthday or AUM or interests, etc. we should be able to put that in a template

  • CLSP Field for Mail Merges

    We have recently migrated from desktop to cloud. In desktop we would use the CLSP merge field on letters for informal greetings (nicknames) and set the Dear field in the contact record with a formal greeting (Mr., Mrs., Dr.. etc). In cloud we can no longer

  • Advisors not in Recurring Actions Definition definition

    Would be very helpful to add ADVISOR as a column field option, as we are not able to segregate by advisor which records have recurring actions.

  • New Record View: Summary Card Info accessible when actively adding a workflow

    I know that you can "view" the summary card info from anywhere in a record by utilizing the icon, However, when actually creating a new workflow, you are not able to hit the icon and view the summary card if editing the actions. That would a helpful feature

  • Relationships grids

    Last week we started noticing that the grids for Relationships and Informational Contacts were not holding their column order nor column size.  This continues to be a problem -- when a template is re-loaded it is still jacked (not what was originally

  • Alerts When Emails Don't Capture

    I don't know how many times I've had to call to report that one of our employees' emails aren't capturing using the Outlook plug-in. Then EVERYONE has to go back and check on theirs and this program must be fixed. Currently, someone has to accidentally

  • Printing from Report Builder

    Currently we are not able to print from the Report Builder. Could the ability to print from Report Build be added as a feature request?

  • Correspondence Capabilities

    Spoke to Billy today and he gave us a great demo of how to use Correspondence Editor to send various communications in bulk. Our firm currently uses Campaign Monitor for mass communications. While we don't expect to use Junxure for marketing (drip campaigns,

  • Actions Report Formatting

    Currently, you are are able to format a note with bullet points, numbers, etc. and it looks good on your screen while in Junxure.  However, if you go to PRINT a report of your actions for a client, ALL of the formatting is gone and the report is one big

  • Checkbox in Document Template

    Would like to see an interactive checkbox feature added to the online template editor, similar to the Text Frames that allow clients to enter open response information. 

  • Add recurring actions to multiple records at one time

    I would love to be able to run a grid report pulling in as many clients as I want, and add a recurring action to all the records at one time .......just like it's possible to add a regular action to multiple records at one time.   It is extremely time consuming, not to mention mind-numbingly boring, adding new annual or quarterly recurring actions to our clients' records.  Any chance begging would help? ;-) 

  • Link document to bulk action

    It doesn't appear that you can attach/link a document when you're launching a bulk action to multiple clients. This would be very helpful. There are times when we need to launch the same action on 10+ records and attach the letter or other document that

  • Deceased Clients & NW Statements

    It would be good if once a person is marked as "deceased" they do not show up on the record's Net Worth Statement. It is not ideal to give a NWS to a widowed client with the deceased spouse's name still in a column with all the amounts at $0.

  • Service Monitor - Mapping & Configurations

    Service monitor to integrate with other sections of Client record data to eliminate manual add/remove/update of the service level.Expand on mapping & configurations of Service Monitors & Service Levels to look at things like total managed asset value, Classification & record Type.             *Classification - When a Client is tagged as EX-Client the service monitor will automatically stop             * Total Market Value - Place record in a service level based on total managed market value      

  • Quick Search - Display Filters Applied

    Hello Junxure Team,  We have a lot of Quick Searches across the firm and everyone has access to create them.   We sometimes run into an issue where someone mistakenly changes search filters and saves it.  It would great if I could quickly see what filters have been set.  Please take a look at the attached Image example.

  • Add "Effective Date" to Main Assets Workspace Column Chooser

    I would like to add a column in the main Assets Workspace for the date assets were either uploaded into Junxure or manually updated so we can see at a glance the current-as-of date for each asset.  If I click into an asset, say an IRA, then I can see a column called "Effective Date" which shows the date the value was imported to Junxure.  However, "Effective Date" is not available in column chooser in the main all assets workspace window.  (Interestingly, I can add dozens of totally non-asset related

  • Ability to Export all of your Positions in mass

    Is there a way to pull/export the position data without going to each client individually? We have 529 accounts that we would like to compile a complete list of including their positions in the accounts. Thank you

  • Assets Effective Date

    Our Clearing Firm does not integrate with Junxure therefore we are managing our assets manually.  Would it be possible for the  “Effective Date” found in the Positions Details added as option in the column chooser on the Assets Grid. This would be helpful when updating the assets tab so you can see the last time they were updated.  

  • Review ALL email addresses in an email for email archive.

    I understand, that when we send an email using "Reply All", Junxure only looks at the first email address and processes it for email archive if the email address exists in a contact record. I suggest all the email addresses in the Reply All are analyzed and email archives are made accordingly. It is very misleading for team members who look at email history. With a possible "Reply All" situation, it's impossible to determine if a reply when out by looking at email archive history.