Junxure 9.5.1 version 9.2013.0304.1012 released 3/15/2013

• Added Envestnet integration to Junxure Asset Import Wizard
• Added Search Single Action ID to the Search Actions Menu Toolbar
• Added User Rights to all Report Wizard and Rule Builder options
• Added New Local Options for Screen Pops related to Form Load Preference and Auto Close
• Added ability to manage Schwab Advisor Center™ (SAC) Alerts for Junxure with Schwab OpenView Gateway
• Added View Menu to Junxure Toolbar with Business Metrics Dashboard, Queues, Opportunity Dashboard, People List options
• Added Multi Custom Fields and related reporting options to Opportunity Custom Fields. Feature accessible from Multi Custom Fields menu, Opportunity Report Wizard, Opportunity Rule Builder, Opportunity Dashboard, and Field Chooser Availability. Also added new related tab on Edit Opportunity and new button to open Client Record from Opportunity.
• Added Actions By Date to replace Print Today's Actions. New interface includes added Contact Rule Selection and Actions From Custodial Alerts Selection

• Resolved Actions Dashboard loading issue when planning process exceeds 50
• Asset sub-grid on the Accounts Tab now populates properly when there is a difference in case in the account number
• Assets By Custodian Chart now properly calculating Assets Under Management
• Accounts no longer display duplicate entries in Bill to Account drop down menu
• Account Rules filtered by "Account Number" field no longer fail if no Account Multi Custom fields exist
• Copy Current Recurring Action To Another Client now functions properly
• Updated Help resources for Business Development
• Important Information text now displays same data as it was entered when viewing from an action
• Informational contacts relationship can now be modified and deleted
• Junxure Asset Import Wizard (JAIW) PowerAdvisor interface now capturing correct date for the As Of Date
• JAIW Buckingham Asset Management integration now loads Accounts with non-numeric characters in the Account Number field
• JAIW BranchNet integration now properly displays columns
• JAIW Add by SSN functionality no longer requires administrative access
• Junxure 9 Installer - Junxure 7 and Junxure 8 files in Windows Add/Remove Programs have been removed
• Junxure Orphan Tables created by deleting Items in Junxure have been removed
• Junxure Data Connector Status Email now properly displays subject line
• Corrected issue with Junxure Contact Record Documents not expanding in View File Folder display window
• MoneyGuidePro Premium Frequency Codes now export properly
• MoneyGuidePro Data Conversion Export Error resolved
• MoneyGuidePro Export Linked Accounts no longer producing doubled account values on export
• New Action no longer retains "Context Tabs" information from old action
• Opportunity Rules no longer include old status entries as available options
• Opportunity Status Report issue resolved where Between Date defaults to today and then leave out today’s results
• Opportunity Rule Builder no longer creates blank rule when user selects Cancel
• Printing Action Sequences now prints the same order that is in the Build Action Sequence
• The Amount Managed Report is now printing the correct total
• Fixed Birthday Calendar issue where applied rule failed to refresh client list
• Fixed Business Metrics Dashboard issue where false total displayed if 'no Type Defined' selected
• Fixed Add Action Sequence button on Global Action Sequence Report
• Fixed Cash Balances Report functionality issue
• Fixed Documents tab tree view where clicking on folders displayed an “unable to locate” error message
• Fixed scroll bar issue on the Insurance Tab
• Fixed issue where Recurring Actions Assigned To drop down menu displayed disabled users
• Fixed Setup User Rights issue where Business Development Post and Un-Post rights did not prevent Post or Un-Post
• Fixed Setup User Rights issue where Limiting Large Graphs did not prevent access to Large Graphs from Business Development Dashboard
• Fixed Setup User Rights issue where "Clients Tab "Dashboard" was missing clarifying labels
• Fixed Setup User Rights issue where Report Wizard entry was out of date and missing insurance
• Fixed issue related to upgrading Junxure on additional workstations where incorrect messaging displayed
• Junxure with Schwab OpenView Gateway issue resolved related to deleted actions created from SAC alerts that still appear to exist
• Junxure with Schwab OpenView Gateway issue resolved related to minimized screens not displaying properly
• Junxure with Schwab OpenView Gateway issue resolved where Help feature was not functioning
• Junxure with Schwab OpenView Gateway issue resolved where action template "Schwab Alert Default" was automatically added for enabled users
• Alerts issue resolved where unconfirmed alerts leave orphan entries if corresponding Action was deleted

Products