In this Issue:
To improve performance on the Actions Tab, Junxure has built in an option called
Small Action Fields. This option will truncate the view of the
text in the Note, Action Description, and Follow Up Action Note fields to only the first 500 characters when
viewed from the actions screen. This will not delete any data, you just will not
be able to view the full text until you open up the individual action.
To enable the option, go to
Maintain System > System Options >
Performance and checkmark the SmallActionFields box.
See the Very Important Note below for an additional step to
complete this choice.
Very Important!!!! After you enable this option, you
must use a tool to update the existing actions in Junxure. Failing to do so will
make the actions grids in the program blank. To update the actions, go to
Database Tools > Data Cleanup and Correction > Performance > Update SM Client
Action Fields. From this point forward, all newly-created actions will
be viewable in an abbreviated format.
Double click to open and you will see the tool to update the existing actions.
This simple tool will update the small action fields. For office’s that are long
time users, you may have many actions, and the tool make take a while to run.
You can abort the tool anytime you want, and when you start it again, the
actions that have already been updated will not need to be done again.
Did you Know?- In any grid in Junxure you have the ability to export
your grid data into Excel.
Perhaps you have documents that you created outside of Junxure and you may be
wondering if you can bring those documents into Junxure and associate them with
a specific contact? The answer is yes, Junxure gives you the ability to manually
bring those documents in.
-
Step 1 - Locate the document(s) that you want to work with. They might
be stored on your desktop or somewhere on your server.
-
Step 2 - Go to the contact record where you want to move documents to,
then select the Documents tab as shown highlighted in yellow
-
Step 3 - Select the file folder icon Open Client Folder as shown circled in red. This will bring up the folders for that contact. Note:
For information on how to customize and build these file folders, select this
link:
Build File Folders Online Documentation
-
Step 4- Minimize all junxure windows, except for the "client folders"
window, so that you can still have easy access to the documents that you want to
bring into Junxure. Notice that the file location name shows you which contact
folder you are working with as you can see the client name and Junxure ID at the
end of the file location name, in this case it is "Andrews-George-4"
-
Step 5 - Then, simply drag (or copy) the document(s) into the
appropriate folder category. In the example above, I dragged George Andrew's IRA
application (in a PDF format) into the appropriate folder called "Applications".
Junxure allows you to manually bring in many different types of documents such
as PDFs, Excel spreadsheets, Word documents, or even PowerPoints.
Go back to the client's documents tab (in this case it was George
Andrews), then from the left hand menu, select the category you placed the
document in (in this example, it was the Applications folder). After you select
the Refresh button you will then be able to view the document
that you just manually brought in.
 Friday
- April 17th, 2009
Successful Seminar & Event Planning Using Junxure
Hosting seminars and events are a highly effective way for financial
professionals to market their services. They are a valuable tool that can
introduce you to new clients, enhance your presence in the community, and
enhance your stature with existing clients. However, successful seminars/events
require an orchestration of some basic fundamentals and careful attention to
detail as preparation and follow-up are the keys to a successful seminar/event
Junxure allows you the opportunity to develop automated procedures revolving
around seminar/event setup and follow-up as well as create a list of invitees,
create and send invitations, and track RSVPs. In this class you will learn how
Junxure can assist you in growing and maintaining your business by helping you
to automate procedures and tasks associated with hosting seminars and events.
Along with Seminar “How To’s” this Successful Seminar and Event Planning class
will cover the following topics: Using Action Sequences* for set-up and
follow-up Using Keywords, Interests and customized User Fields* Creating
Invitations* and mailing lists Recording/Adding the same Action to a group of
contacts
*examples are available to attendees after training
IMPORTANT - THIS
CLASS IS NOT FOR THE NEW USER OF JUNXURE - IT IS AN ADVANCED TOPIC DESIGNED
FOR THE USER WITH BASIC PROFICIENCY WITH THE JUNXURE PROGRAM
Pricing: $150 per class or $625 for all 5
Advanced Classes
Upcoming Junxure Web-Based Classes
 *ADVANCED CLASSES NOT FOR THE NEW USER OF JUNXURE - THESE COVER ADVANCED TOPICS
DESIGNED FOR THE USER WITH BASIC PROFICIENCY WITH THE JUNXURE PROGRAM
® CRM Software, Inc. All Rights Reserved.
PO Box 30607
Palm Beach
Gardens, FL 33420-0607 |
