Version 3.1

Version 3.1

Release Date: 05/14/2016

Junxure Cloud Version 3.1 enhancements include more streamlined navigation features, additional security controls for documents, and the option to include Time of Day on Actions.

Enhancements

  • Expanded feature security to include document delete permission settings.
  • Firms now have the option to include Time of day on Action > Date Entered/Date Completed.
  • New “Return to Grid” functionality allows users to navigate back to grid view from a Record or Action detail, retaining filters, searches, and groupings.
  • Users will now see their last selected Record or Action highlighted upon return to grid view.
  • Correspond now contains default Document properties.

Issues Resolved

  • Minor issue with opening certain Actions from Actions grids.
  • Age calculation 1 day before birthdate.
  • User can now embed merged cells into Correspondence templates.
  • FYI system alerts now functioning properly.
  • Hyperlinks inside Asset Details will open correct URLs.
  • Users can add accounts that were previously deleted in Assets.
  • Warning message added for incorrect user credentials in Exchange.
  • Issue with Birthday tool pulling the incorrect address.
  • Users can filter the Recurring Actions grid using “In Between”.
  • Data mapping from Tamarac during Asset import now functions properly.
  • Corrected Firm Overall AUM algorithm.
  • System allows email addresses with more than 50 characters.
    • Related Articles

    • Version 3.9

      Release Date: 08/02/2017 Version 3.9 focuses primarily on resolving known bugs and increasing system stability. Issues Resolved The Overall Investment Objective field is now editable in the Profile > Engagement tab. Dragging and dropping steps to ...
    • Version 3.3

      Release Date: 06/25/2016 Junxure Cloud v3.3 includes a streamlined mobile version for smartphones, quick access to Citrix ShareFile documents within a Record, a new engine for dynamically generating customized reports, plus intuitive navigation ...
    • Version 4.1

      Release Date: 10/30/2017 Version 4.1 further refines the new User Interface and Reporting introduced in v4.0 and includes further system stability improvements. New Features Referrals Report: Gain insight into clients’ contribution to your marketing ...
    • Version 4.2

      Release Date: 12/6/2017 Version 4.2 delivers further navigation efficiency, an improved reporting system experience, and more flexibility with the Outlook Add-in’s email and Action interaction feature. New Features Record Detail Navigation Tree ...
    • Version 4.0

      Release Date: 10/03/2017 Version 4.0 introduces a redesigned navigation experience and enhanced reporting features as well as increased system stability. New Features All new Junxure Cloud Site Navigation and Record Navigation. Select only visible ...