This month, Junxure launched its Transform Your Business Training Program, part of a series of new training solutions, workshops and consulting resources that have been developed based on feedback from Junxure customers who told us that they were not fully harnessing the many powerful features of the program.

Our Solutions Group Consultants use the Junxure Checkup report, a new innovative diagnostic tool that captures how fully your firm is using the integral features of Junxure, to help you identify mission-critical Junxure features that you’re using well, and where increased implementation can improve your firm’s overall efficiency. The Junxure Checkup report is based on best practice models and reviews over 30 areas of the program.

The result is a customized training program for delivery directly to you via customized one-hour web-based modules or in a face-to-face environment. This program is designed to help you improve your ROI and transform the way you do business.

To learn more, click here, or 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. Ask about our discounts!

Using Junxure to Set Appointments in your Microsoft Outlook Calendar

The Junxure Calendar Tools work directly with your Microsoft Outlook calendar. You can schedule a meeting from within an action in Junxure and have it appear in your Outlook Calendar.

You can also start in Outlook first, where you can schedule your meeting or appointment and then import the calendar information into an action in Junxure.

To learn more about how Junxure and Outlook work together to provide you with a seamless experience, here are two video resources:

Outlook Calendar Setup
Outlook Appointments

We’ve also provided these handy reference guides to scheduling appointments from within Junxure or Outlook.

Important Note: Before you can send appointments from Junxure to Outlook, you must first set up your Outlook calendar in Junxure at Database Tools > Update Outlook. Click here for step-by-step instructions.

Other Features:
The Junxure Calendar Grid:
Have you noticed the bar to the right of your calendar view in Outlook? That’s the Junxure Calendar Grid, another new feature you will discover in Junxure 8 that allows you to work with your scheduled appointments using Outlook and the corresponding Junxure actions.

How does this help your business?

1. When you change a meeting time in Outlook, you can easily access the corresponding action and update your notes in Junxure by clicking on the Action ID icon in the Junxure Calendar Grid .

2. When you prepare for a meeting with a client, you can quickly move back and forth between Outlook and the corresponding Junxure action to review your notes.

   Click the View Outlook Calendar icon from within Junxure to open the corresponding Outlook calendar appointment. (Appointments that are associated with an action will have the “View Outlook Calendar” text shaded as shown below.)

   

Shortcut Alert! Using Right Click to Access Grid Options

Did you know that in many screens in Junxure, you can right click on your mouse to access the Grid Options Menu?

From any screen that displays a grid view, right clicking on the gray bar above the grid displays a menu of options that helps you quickly customize your view or perform actions related to the information in the grid.

• Reset Grid: Allows you to select previously created grid templates or grid templates created by other users in your office.
• Card View: Customizes the layout of the grid with this alternative view.
• Toggle Group By: Allows you to drag a column header to the top of the grid to group data by that column.
• Toggle Filter (advanced): Allows you to choose filter criteria for each column.
• Clear Filters: Removes any filters you previously applied to your grid.
• Save Template: Creates a customized grid view template by selecting Save Template > New Template
  
  Click Here for more information on grid templates



• Export to Excel: Exports your grid to a Microsoft Excel spreadsheet.
• Manage Templates: Opens a dialog box where you can rename and delete existing grid templates.
• Print Grid: Offers quick access to a print preview screen before you print your grid.
• Select Alternating Row Color: Customizes your view by selecting alternating colors for rows in the grid.

Based on your feedback, we’ve added a new feature in Junxure 8 that allows you to set up a contact record as an entity, e.g., life insurance companies, mutual funds, trusts, or 401k plans, as opposed to the current client/spouse contact record set-up. A work-around for this in Junxure 7 was to enter the Entity name in the last name field as shown below.

The new, reportable Entity field allows to you modify any contact record so that it removes the traditional client/spouse fields and replaces them with a single Entity field. The primary address and company field (if applicable) is listed to the right of the Entity name, allowing the contact record to stand out from other contact record types.

For existing contact records that you would like to set up as an entity record, a new checkbox has been added to the edit contact information window to allow you to adjust the contact data to appear as an Entity. This information will be reflected on report wizards, rule builders, and the Contact Info tab.

New Entity Set-up in a Contact Record

The Company Field vs. the Entity Field
Company is a separate reportable field, although Entity and Company are often used interchangeably. When you create a new Entity record or convert an existing contact record into an Entity record, the Company field does not automatically populate with the Entity name. For the purpose of mailings, only the Company field is used; a best practice is to enter the Entity name in the Company field, but it is not required.

 Training – Entity Field
To learn how to change an existing record to an Entity record, or to add a new contact record as an Entity record, please review our educational videos to Add an Entity and Modify an Entity.

Once you’ve set up your Entity records, how can you take advantage of this feature?
Take a look at this example, where we created an Entity record for a 401k plan.

We added anyone who is a 401k participant as an associate on the 401k Associate tab. We created a new associate type in List Data Maintenance called “401k Participant” in order to distinguish what the association is, and we also entered customized notes in the “Associate Note” to determine what each participant’s 401k contribution is.

From the Associates tab, you will have this important information available at your fingertips. You can also print out a customized report using the Contact Report Wizard.

In the example report above, we chose to include “Associates” information in our report by including this in the additional information area in step 6 of the Report Wizard so that the Associate Names, Types, and Notes will appear in the report.

March 26th at 1:00 pm (Eastern Time) is the date and time of our next Junxure Practice Management Virtual User Group hosted by Erin Kincheloe, Director of our Junxure Solutions Consulting and Training Group.  Erin is a former advisor who used Junxure in her firm, and has provided training and consulting to many of our Junxure clients.

While Erin will share ideas and “best practice” insights during this 1 hour virtual session, it is also for sharing YOUR QUESTIONS, IDEAS AND SUGGESTIONS with others in the group.

Upcoming Topic
April 30th      Compliance – How Junxure can help with your Compliance

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.

Coming Soon: Transform Your Business Workshops
Hold the Dates: May 7, 2010 in Raleigh, NC and June 4, 2010 in San Francisco for our next Transform Your Business Workshops.

Think your CRM is just a data storage tool? Think again.

Junxure was designed to go far beyond the basic day-to-day tasks of a typical CRM tool. From the ground up, its features and functionality were built to help advisors:

• Increase customer service
• Strengthen customer loyalty
• Streamline office efficiency
• Boost productivity
• Positively impact your bottom line

Our new Transform Your Business Workshops are designed with this philosophy in mind. Our day-long, in-person workshops focus on the Junxure features already available to you that can make the biggest difference in your firm. Break-out sessions help you explore the steps you need to take to implement the ideas presented.

You´ve invested in Junxure, but have you really taken advantage of what it can do for your business?

Stay tuned for our upcoming email about TYB workshops. In the meantime, if you would like to learn more, send us an email at training@junxure.com or call us at 1-866-Junxure (586-9873) option 5.

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.

All web-based classes will introduce Junxure 8 enhancements and additions.