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 ...
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 ...
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 ...
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 ...
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. ...