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Junxure News, Training & Tips - January 2010 In This Issue:
ClientView Live´s new Document Assembly Wizard ClientView Live now includes a robust Document Assembly Wizard that can help your firm eliminate the chore of manual paper reports. It´s easy customize each client´s report package – perhaps a personalized cover letter followed by performance and tax reports, then your market commentary, followed by a couple of Junxure client reports. You can even take client-specific exceptions into account to automatically customize a client´s package from the basic template. The Document Assembly Wizard can quickly build a customized report package for all (or some) of your clients. Report Packages can assemble reports from:
Many firms now update report packages once a month rather than making their clients wait for them each quarter. ClientView Live is an add-on to Junxure that offers your clients a secure web portal with document vault, on-demand reports and enhanced communication channels. For more information, contact our Junxure Sales at 866-JUNUXRE (586-9873) x2 or by email at sales@junxure.com. If your firm already subscribes to ClientView Live, this upgrade is included in your annual fee.
User Fields Accessed through the Profile Tab, the user fields tab displays user defined fields you create to track additional information about your contacts that is not already provided as a field in Junxure. You can define up to 50 customized fields. In Junxure 8 the user field area has been expanded to include six different user field types. The user field types include: Number, Currency, Drop-down Value List (Combo), Text, Date, and a Yes/No Check Box as shown highlighted in yellow below. 
To create user fields, go to List Data Maintenance located in the Main Menu > System Setup > List Data Maintenance > User Fields You can add user fields to a report created in the Contact Report Wizard and use these fields in mail merge/letter writing, but you cannot search for contacts or build rules based on user fields. User Fields in the Report Wizard 
Make Sure Your Emails Are Getting Captured Automatically In order for Junxure to automatically capture your Outlook email, there are four conditions that must be met:
When these criteria are met and you send or receive an email in Outlook, Junxure will try to match an email address listed on the Contact Info tab for any given contact record. When there is a match, Junxure will make a copy of that email and then record the email copy in an action under the appropriate contact record. The original email in Outlook will not be deleted. 
Grid Templates - Access templates created by other staff members Many of our Junxure offices utilize the User to User Forum to gain insight into how other offices use the program. To register for the User to User Forum click here. Junxure Office: I´ve created some grid templates (Actions, Accounts, etc...) that I would like other users within our office to utilize. Is it possible to make this available to them or does each user have to setup their own? Answer: Any user can use any other user’s saved grid templates. To access other user’s saved grid templates, right click on the gray bar above the grid to bring up the grid options menu and then select Reset Grid. 
In the tab called Everyones, you will be able to view all templates created and saved by anyone in your office for that particular grid. Any grid template that you have created and saved will be shown in bold. When you select any saved template, you will be able to preview the layout in the right-hand side and you will have the option to “borrow” that grid layout, simply by selecting “Load Selected Template”. That grid layout will now appear in your grid. 
Junxure Solutions Group Note: To learn more about grid customization and saving templates please watch our Grid Basics Video. 
How do I know what I don't know? Junxure Check-up Can Help “The help function of the future.” Junxure is such a robust program sometimes you may feel like you don´t even know what you don´t even know. The *NEW* Junxure Check-up (introduced in Junxure 8) can help your firm identify which mission-critical Junxure aspects you’re using well, and where increased adoption can pay off. Using models based on the successful and best practices of Junxure users, this check-up report analyzes your current Junxure usage patterns to pinpoint your best practices and identify opportunities that will quickly benefit your firm. To access the Junxure Check-up go to the Main Menu > Database Tools >Junxure Checkup 
Based on your firm´s overall usage patterns the Junxure Check-up will produce a report offering a top-to-bottom list showing Junxure practices already at the level of "best and highest use" and specific opportunities to quickly build productivity using Junxure. This action-oriented summary shows you what to look at first – it is ordered to provide advice on the capabilities of Junxure which can benefit your firm the most at this time. With handy, where-to-go links for online help, educational videos and additional resources on each item, you can create your own self-guided action plan or contact us for assistance in reaching your goals for efficiency and service with Junxure. You will see shaded highlights and an icon Areas where your current practices are already at the level of the best practice model will be marked as well with an icon Junxure Check-up Sample Report 
In the example report shown above, you will notice that for Classifications, it was determined, based on experience and best practices of Junxure users, that in order to fully utilize classifications and other Junxure features, each contact should have at least one classification. In the second to last column on the right it shows that only 83% of the contacts in the Junxure database have classifications. This resulted in a If you require some assistance in interpreting and applying the results of this Junxure Checkup Summary, please contact our Junxure Solutions Group at 1-866-JUNXURE (586-9873) option 5 or click this link to send an email to training@junxure.com.
Back by Popular Demand – JUNXURE Practice Management Virtual User Groups Junxure Practice Management Virtual User Group sessions will be hosted by Erin Kincheloe, Director of our Junxure Solutions Consulting and Training Group. As a former advisor who used Junxure in her firm, as well as training and consulting with many of our Junxure clients (including Greg Friedman’s firm), Erin brings a wealth of "best practice" insights to these sessions. In these 1 hour virtual users groups, Erin will share ideas and insights on the various topics. These sessions are also for sharing YOUR QUESTIONS, IDEAS AND SUGGESTIONS with others in the group. Schedules and Topics:
The number of participants will be limited to 25 per meeting in order to insure a high quality, interactive experience for the attendees. Attendance will be on a first-come, first-served basis. The purpose of these meetings will be to discuss specific practice management and implementation ideas using Junxure. YOUR QUESTIONS AND INPUT ABOUT HOW YOU USE JUNXURE ARE ENCOURAGED! Cost to attend these sessions is $75 per computer logged in (unlimited attendees). In addition to limited class size, the number of classes is also limited and attendance will be on a first-come, first-served basis. Please visit our web site at http://www.junxure.com/training or simply click here for scheduled times and to sign up. NOTE: This is not a training class and should NOT be attended in lieu of our training classes. These User Groups are discussions on practical applications of these tools as well as offering practice management suggestions for your office. If you have questions contact the Solutions Group via email at training@junxure.com or via phone at 1-866-586-9873, Option 5.
Junxure representatives will be in attendance at the following conferences the first quarter of 2010:
Stop by and say "HI!" We´re happy to discuss Junxure Mobile, ClientView Live and the upgrades and improvements in Junxure version 8, like the Junxure Check-Up, the Prospecting & Opportunities Dashboard, Client Profitability Reports, Business Development Dashboards, etc.
Junxure Web-based Training Classes If you are new to Junxure or already proficient with the basic features, our web-based training curriculum is one of the many training options available to help you access the full potential of the Junxure system. Online Classes Scheduled for the Month of January include:
Make sure you register early! These popular classes fill up quickly as space is limited. For more detail about each class, to review the schedule, or register for our upcoming web classes click here. All web-based classes will introduce Junxure 8 enhancements and additions. 
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to guide you to areas with the highest potential to draw greater value from Junxure in operations, customer service and profitability. In each case, you will also find topical links to online help, Educational Video Library entries and web class resources for the feature.
and resource reference information is also included.