| | |
| MoneyGuidePro Client Link |
7/27/2009
2306 views | MoneyGuidePro allows you to setup login credentials for your clients which allows them to securely view their client plans. You can now enter that same information in allowing your clients to view their MoneyGuidePro client plans with a click of a button. Before you get started You must be currently using You must use the Junxure to MoneyGuidePro client export interface. If your not currently using this you can download it from here. You must have a MoneyGuidePro |
| Clientview Live - Clientview Email Wizard |
2/26/2009
1935 views | How to Use the Clientview Email Wizard Clientview Live has a built in Wizard that can see the changes that you have made to Clients documents and Portfolio Reports on the web.This email wizard does not work off of a rule, as it reads a timestamp since the last time the Clientview Email wizard was run and then gathers all of the clients that you have added docum |
| ClientView Security in Junxure |
2/26/2009
1787 views | Live Security in JunxureThe security settings to restrict certain areas of the Live program can be found in Junxure under System Setup -> Setup User Rights. There are three categories that the restrictions can be found under: Clientview, Main Menu – Database Tools, and Main Menu – Letters.Clientview Most restrictions in the Clientview section require that a user be able t |
| PortfolioCenter Presentation Reports |
6/28/2010
1730 views | PortfolioCenter Presentation Report Batches PortfolioCenter introduced Presentation reports in version 5.0.50.8. Beginning in version 3.2010.0628.5412 you can use the PortfolioCenter Presentation reports just like you currently use the PortfolioCenter eReports. This article explains how to generate and use the PortfolioCenter Presentation. |
| ClientView - How to Update Account information |
3/10/2009
1702 views | How to Update Account information In Clientview Live the account information that comes from Junxure is "Semi-Live"This means that the information from the accounts tab is not live until you update CV w |
| ClientView Live display of Web Groups and Web Accounts |
8/3/2009
1575 views | Question: How will Web Groups and Web Accounts appear on the website? |
| ClientView Live Troubleshooting End User Problems |
2/16/2009
1562 views | Frequently Asked QuestionsQ: I'm having trouble. What are the first steps I should take?A: Here are some steps that may help problems using a web application like Live: [Internet Explorer]: - Delete Temporary Internet Files ( Tools > Internet Options > General tab > "Browsing History" section > Delete > Delete Files > Yes > Close ) |
| ClientView Live Redo Wizard |
3/10/2009
1408 views | Live Portfolio Report Redo WizardThe Live Portfolio Report Redo Wizard requires that you have already processed at least one batch of portfolios into reports.There are two ways to access the Redo Report Wizard. The first is the recommended method.METHOD 1:To begin using the Report Redo Wizard, select Client Tasks from the Client Setup Menu. Then sele |
| Clientview Live - How to Create Web Groups |
3/11/2009
1322 views | Clientview Live - Web Groups live has a method of Grouping the uploaded Portfolio Report batches into Groups. These are called Web Groups First you will need to setup the names of the webgroups You will do this in the program installed on your PC Open Junxure and then go to D |
| Black Diamond Client Link |
7/31/2009
1311 views | Normal0falsefalsefalseEN-USX-NONEX-NONE/* Style Definitions */table.MsoNormalTable{mso-style-name:"Table Normal";mso-style-parent:"";line-height:115%;font-size:11.0pt;font-family:"Calibri","sans-serif";mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";} Live – Black DiamondIntegrationFrom your Black Diamond website:- Make sure that your client has a guest lo |
| ClientView Live- How to Edit Newsfeeds |
4/14/2009
1146 views | This article is Obsolete with the new Polling service as of 11-23-09 During the initial instalation of Clientview Live and also anytime a client wants to change the newsfeed on the website, you will need to follow these instructions When we create |
| ClientView Live Polling Service Intermittent "Invalid MAC Address" Problem |
7/28/2009
1144 views | The MAC address of a machine's network adapter, also known as the physical or Ethernet address, is used by CVLIVE to track the machine used to host data for the Support ID of that office. On a virtual machine that allows the MAC address to be specified as "static" or "dynamic", a static MAC address should be specified. The address specified should be use when Support configures the Polling Service.For Hyper-V: Virtual Server properties > Network Adapter > MAC Address: Dynamic, should be Static. |
| Supported file naming schema for dbCAMS interface in CV Live |
12/22/2010
1070 views | supports the following file naming convention in order to use the dbCAMS (Principa CAMS) Interface (updated by Holly 02/15/2011):xxx~yyyyyyyyyzzzzzz.PDF xxx_yyyyyyyyy.PDF xxx_yyyyyyyyy_ALL.PDF xxx~yyyyyyyyy_ALLzzzzzz |
| How to shrink large clientview live PDF files causing timeout errors |
3/16/2011
695 views | If you or your clients are on the Clientview website and are trying to open files in the Document Vault, the PDF files of larger size may cause timeout errors. This can sometimes happen on networks with slower network upload speeds. Provided below are two separate help links with instructions for how you can shrink the larger PDFs to a smaller file size to optimize load times from the Clientview Live web portal.http://help.adobe.com/en_US/Acrobat/9.0/Standard/WS65C0A053-BC7C-49a2-88F1-B |