Version 4.4

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.

Issues Resolved

Actions/Workflow

  • Resolved a case where Action Summary expand and collapse controls had inconsistent behavior.

Records/Data Entry

  • Resolved a case where creating a new User Defined Field would result in duplicate entries.

Reporting

  • Record Summary report displays Team Members in correct and consistent order.
  • Record Summary report no longer duplicates Date Became Client.
  • Record Summary report now displays headers for the Important Notes, Account Notes, and Billing Notes.
  • Age for Person 1 and Person 2 format correctly when Record Summary report is exported to PDF.
  • Duration in Days for Opportunity Sales Cycle Duration report is now calculated correctly.
  • Managed and Non-Managed Assets properly display on Dashboard.
  • All “Time” reports format date correctly in Internet Explorer.

Correspondence

  • “To” line properly filled when emailing multiple addresses from a single record.
  • Correspondence Assistant launches properly in Firefox browser.
  • Sending encrypted Fidelity PDF via email editor functions correctly.
  • Corrected an issue where a recipient list would not save when over 50 characters.
  • Tab stops in correspondence editor now display as expected when sent.

Grids

  • Fixed an issue where exporting to Excel from the Actions Workspace would have missing or no information.
  • Zip Codes correctly export to Excel from Records Workspace Grids.

Login/Security

  • Feature Security item “Show User Profile-Edit Control” now allows or prevents edits to user's personal profile as expected.
    • 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 4.1

      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 ...