Most Recent Articles
 
 
INTERFACES: Schwab Advisor CenterĀ® Workflows
11/6/2012
412 views
Description: As part of the Custodial Alerts Integration, the Junxure Consulting and Training Group has compiled sample workflows designed to get users started with Schwab Advisor Center® (SAC) alerts.     
INFRASTRUCTURE: Junxure Security Wizard- Active Directory Groups and users
2/23/2012
2241 views
  Beginning with Junxure version 9, additional security measures have been implemented, including use of Windows Active Directory for clients in a Windows Doman environment.Please read this FAQ and forward to your IT Team or Domain Administrator for implementation of the new security requirements before proceeding with the upgrade  
ALERTS: Junxure Upgrade Installer- Installing in a Citrix / Terminal Server environment
2/21/2012
1633 views
This article is for Junxure  users working in a Terminal Services or Citrix server environment who are upgrading to the latest version of Junxure. Please note that information in this article is subject to change. Please copy the link to this article and email to your Citrix / Terminal Server administratorThere are two primary scenarios:Administrators: Locate your scenario below and follow the instructions to deploy the Junxure update to your terminal server. Scenario 1: Citrix / Te  
UPGRADE: Junxure Upgrade Installer- Installing additional workstations
2/16/2012
1571 views
This article applies to users who have already upgraded their Junxure server and need to deploy the latest Junxure update to additional machines in an office.If you have not yet upgraded your server, see HERE  *Terminal Sever or Citrix users- see special instructions HERE: Once Junxure updates have been installed on the server, on each workstation log in to Junxure as an administrator wi  
SPREADSHEET IMPORT: Spreadsheet Import Field Mapping for Junxure Version 9.2
1/26/2012
1290 views
The Junxure Spreadsheet Import tool enables you to import contact data from a Microsoft Excel® spreadsheet into Junxure. NOTE: This article applies to users with Junxure Version 9.2 only. Junxure 9.2 included several enhancements to the Spreadsheet Import tool including additional fields and two Excel templates: basic and advanced. For users with Junxure 7, 8, 8,7  
Most Accessed Articles
 
 
OUTLOOK: Junxure to Outlook Field Mapping
6/25/2008
26515 views
  Junxure - Field Mapping    Junxure fields                         fields           
OUTLOOK: Add-in Toolbar
4/7/2008
7780 views
  Junxure Add-in Tool Bar  The Junxure Add-in toolbar is only visible when your current explorer is viewing a folder, which contains email items, e.g. your Inbox, Sent Items etc. as shown below: Toolbar Content Explanation Junxure  
INTERFACES: How to create a Junxure ODBC connection for Asset Imports/Interfaces
9/18/2008
6382 views
Most of the Asset Imports and that Junxure has built require Microsoft Access and an ODBC connection to the Database  Method 1 - (Junxure preferred)We have a simple to use tool that can be downloaded and run to create the ODBChttp://www.junxure.com/specialdocs/createJunxureodbc.exe click the link above and choose Run, Run, Install, and finally "Create ODBC"  
OUTLOOK: Junxure Outlook Addin Installation Links
2/19/2008
5086 views
This article is out of date and applies to Junxure 8 users only. For Junxure 9 and up, the addin installation is part of the Junxure desktop installation file.Install with Click Once To install the add-in along with all the prerequisite's, use the setup.exe available from:s3.amazonaws.com/JunxureAddin/ClickOnce/setup.exe To update the add-in use the application file available from:  
OUTLOOK: Error - secman.OutlookSecurityManager
4/10/2008
4723 views
  You receive an error with the message 'secman.SecurityManager' COM object is not registered.  Follow these steps to resolve the error: Open My Computer Navigate to C:\Program Files\Common Files You should see a file named 'secman.dll'.  If not you can download it