Version 4.1

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 results over a selectable date range.
  • Opportunities Reports: Updated for the new reporting system, these can now be exported in multiple formats.
  • Record Navigation Tree: Navigation tree links are now ordered by priority and expanded by default to further increase efficiency and one-click access.

Issues Resolved

  • Printing Actions correctly prints all content.
  • Last 20 links from Home screen load correctly.
  • Person 1 Primary Address labeled properly in Contact Info.
  • Opportunity Status Report calculates correct values based on set Opportunity Status.
  • Moving appointments in calendar functions correctly.
  • Action Subject no longer duplicates when sending an email from an Action.
  • Radio buttons function as expected when adding a date to a recurring appointment within a calendar.
  • Users are properly prompted for Multi-Factor Authentication code on login.
  • Deleting an entry from the Referred By field works properly.

    • 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 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 ...

    • 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 4.4

      Release Date: 2/26/2018 Version 4.4 brings upgraded system infrastructure to enhance reliability and software efficiency. Feature Changes The Opportunity Status Report now allows up to 200 Opportunities to be selected for inclusion in the report. ...