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Most Recent Articles |
| | | | SPREADSHEET IMPORT: Spreadsheet Import Field Mapping for Junxure Version 9.2 | 1/26/2012
67 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 or 9.0, s | | CONTACTS: Using Employee Positions | 9/14/2011
293 views | *** This article is basic information while we work to incorporate the full details into the Junxure help file Many offices have found the need to designate additional positions beyond Advisor 1, Advisor 2, and CSR for a client.Beginning with Junxure 8, we added a new method to designate, on a contact by contact basis, which users in your office are assigned to a particular position for a contact. To get started go to System Setup > List Data Maintenance > Employee Positions.Here you can add as many position titles as you need by clicking in the star row and typing. Clicking of | | INTERFACES: Why PortfolioCenter Fee Import Only Captures Fees Paid to Company | 4/25/2011
488 views | PortfolioCenter Fee Import only captures fees that are paid to the company; it ignores the fees that are categorized as "SEP ACCT MGR FEE" This is by design, as the fee import feature is meant to capture revenue for your firm and give you a snapshot of the value of each of your clients. SEP ACCT MGR FEES are paid to external money managers and are not actually revenue that is paid to the firm. This is considered overhead rather than revenue, as your firm does not receive the revenue, but only collects and distributes it.There are three mai | | CLIENTVIEW: How to shrink large clientview live PDF files causing timeout errors | 3/16/2011
511 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 | | CLIENTVIEW: Supported file naming schema for dbCAMS interface in CV Live | 12/22/2010
735 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.PDF xxx~yyyyyyyyy_wwwzzzzzz.PDF xxx_yyyyyyyyy |
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Most Accessed Articles |
| | | | CONTACTS: Using Employee Positions | 9/14/2011
293 views | *** This article is basic information while we work to incorporate the full details into the Junxure help file Many offices have found the need to designate additional positions beyond Advisor 1, Advisor 2, and CSR for a client.Beginning with Junxure 8, we added a new method to designate, on a contact by contact basis, which users in your office are assigned to a particular position for a contact. To get started go to System Setup > List Data Maintenance > Employee Positions.Here you can add as many position titles as you need by clicking in the star row and typing. Clicking of | | SPREADSHEET IMPORT: Spreadsheet Import Field Mapping for Junxure Version 9.2 | 1/26/2012
67 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 or 9.0, s |
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