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 versions of the same request. If you add up all the different versions of these requests, it is your most requested and voted on feature. Please make ALL data fields reportable and available as a data columns in dashboards. I've listed some examples below:
- Actions Tags (This is a must. I think I may have seen 5 different versions of this request put in by different individuals.) We can use Record Tags, but for some reason Action Tags isn't available. Please add to the Actions dashboard.
- Interests for Clients (You literally need to do a search 1 interest at a time, then combine each output into 1 excel to know interests for a group. Problem would be solved if it was an available field.) Please add to the Records dashboard.
- Address by Type - We can pull different types of phone numbers, such as Cell Person 1 or Home Person 1, but we can't do this for an address. The only option is the Primary, which in our case is the mailing address. A lot of our clients have a PO Box for mailing so their Home address is listed separately. This means we have no way to see a list of all of our clients actual home addresses. Similar to phones, in addition to Address Primary, please at least add Address Home. You can add Address Business, Address Other, etc if you're feeling generous.
- Tax Return Year - You can pull every field used for Tax Returns except the Year, which essentially makes reporting on the other fields obsolete. It make a big difference if that data is from 10 yrs ago or a Tax Return from 2020. Please add to Records dashboard options.
- Relationship to Record coded for Client 1 & Client 2 - Is it a client and spouse, or Trustees, or a client and her son who has POA? Not sure, I need to open each record to see. Please add to Records dashboard options.
Other Dashboards
- Record Relationship Dashboard - Please add the other Relationship specific fields, such as LOA Date, Dependent and Note. Classification would also make a big difference. Typically I want to see Relationships with Clients or COIs, but that isn't possible. It's just a mass dump of all relationships in the system.
I'm sure there are more, but those listed above would make a big difference. I believe making all fields reportable would greatly benefit all of Junxure's users.