In this Issue:
It's
Spring Cleaning Time!
There's a lot to be said for the notion of Spring Cleaning. It's a good time of year to rout out the dirt, dust and disorder that's crept into the home since the holiday season. But Spring Cleaning can also be renewing for offices, and yes, even technology! By doing a thorough Junxure clean-up and data check you’ll benefit from more efficient operation throughout the year. Below are some Spring Cleaning tips and techniques that you can use to help clean-up and further optimize your Junxure database.
Contact Record Clean-Up
Check the System for any Duplicate Clients
The View Duplicate Clients functionality within Junxure [Main Menu->Database Tools->Data Cleanup/Correction->View Duplicate Clients] will provide you a list of potential duplicate contact records. If you find any duplicate contacts you can choose to either delete the duplicate record, or merge the duplicate records together.
Perform Client Data Checks
The information that is entered and stored in each contact record enables
functionality in different areas of Junxure. Performing regular data checks to ensure all records are complete will benefit your firm when using features such as
the Rules Builder, Report Wizard, Searching for Contacts and even the Global Email and Letter/Envelope Wizards. Here are a few basic ways you can perform data checks for your contacts.
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A
Comprehensive Client Information Report can be run for each
individual contact, or a group of contacts, and used
to review specific information from within the contact record. To access this
report, click on the Reports icon within the contact record and select the boxes
for the information you would like to view.
*Note: if you choose to show Actions on your report,
the report may be rather long as it will include the entire actions
history for the selected contact(s).
Classifications and Keywords
Classifications and Keywords are designed to help your firm add additional
detail to your contacts and are used when grouping like contacts together
within the Rules Builder. Depending on who has access to add new
classifications and keywords to Junxure, you may find that some are
duplicates, some are spelled incorrectly, one or more may mean the same
thing but are entered differently, some on the list haven't been used and
even some contacts don't have a classification at all.
Actions Cleanup
Update Actions That are Missing a Type, Process or Action keyword
Identifying specific details about an action and entering a Type,
Process and Action Keywords in the action detail window allows
office staff to quickly and easily search for actions later on.
Actions that are missing these specifics are more difficult to
find among a historical list of actions for a contact.
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To identify
pending actions missing a Process you can use the Actions Dashboard
feature [Main Menu->Reports->Actions Dashboard] and view the pending
actions by process. By choosing No Process Name a list of all
pending actions with no process will appear in the grid below. This
is an actionable grid so you can simply double click on each action,
go into the action detail window and add a process to each action.
Review Recurring Actions to Determine if They're Still Valid
*NEW FIELD* Junxure has added a new field to the Add/Edit Recurring Action window. Once you've reviewed the recurring action you can now enter in the date to show when this action was last reviewed. For any action that is no longer applicable you can either change the expiration date or delete the recurring action from the recurring actions tab for that contact.
Documents Clean-Up
Cleanup Document
Folders
Junxure may have been installed with default folder categories
viewable in the Documents tab. If your firm does not utilize some of
the default folder categories, they can be deleted to reduce clutter or
possible confusion. Take time to review [Main Menu->System Setup->Build File Folders] and
delete those folder categories that you are not using and create
additional folders and/or sub-folders that are more specific to your
firm.
Junxure will be offering a one-time ”Spring Cleaning” Web-Based Class in May
to review the different ways for you to easily review and monitor your
Junxure data on a regular basis. See more details below. Remember, the
information output from Junxure is only as good as the information you
input.
How to limit the Junxure file size growth
Most Junxure offices were installed with a free version of Microsoft SQL Express, which is the "Server" side of Junxure that houses the database. Free versions of Microsoft SQL server come with a limit to how big your database can grow before you will need to purchase a fully licensed version of Microsoft SQL server.
The main cause
of Junxure database growth is the Audit log that you can view from Database Tools ->Data Cleanup and Correction -> View Edits. This is a log of all data that has been changed in Junxure, including
where and when the changes were made and by whom. For example: if a user changes a phone number in a contact record, the audit log will make an entry for the change, storing the old value and the new value.
Over time, this can become a very large log, especially when you have used Junxure for a number of years.
How do you limit the size of the Audit Log?
From
Database Tools->Data Cleanup and Correction->
View Edits, you will see a button at the top that states "Clear Audits . . ." or
"Set number of days" depending on the version of Junxure you are running. Users on the most recent versions
will need to click on the “View All.”
Clicking that will prompt the user for the
Admin password for Junxure. Once you have entered the admin
password, then you will be presented with a form in which you will
be able to set a number of days to keep this audit history.
Once you
have set a number here, then Junxure will clear out all Audits older
than the number of days specified. It will continue to do this on an
ongoing basis, limiting the size that the Junxure database
file will grow to and assist you in keeping costs down by not
needing to purchase a more capable version of SQL Server. In addition, this will
greatly reduce the size of the Junxure database backups, which can
save space on the server, as well as save on external backup costs.
Happy Spring Cleaning!!
Live Spring Cleaning Class via WebEx
 Thursday
- May 7th, 2009 / 2pm (Eastern)
Spring Cleaning in Junxure
The tips and techniques shared in this newsletter are only some of the many
ways for you to ensure the information and data in Junxure is complete and
current. Junxure will be offering a one-time ”Spring Cleaning” class in May
which has been designed to take you through a more comprehensive data clean
up of your Junxure database.
This class will review these features in detail as well as review clean-up techniques utilized by other offices, including Greg Friedman's office.
This Web-based training class is presented live by an experienced trainer
for one hour.
Your office will gather at a computer to watch Junxure in action as the
trainer provides you step-by-step instruction via the Internet and a
conference call. The phones are left open the entire time, so you can ask
questions whenever you'd like.
There will be several offices participating in each training class
simultaneously. You will be able to hear all questions and answers during
each class.
If you have questions about this class, please do not hesitate to give us a
call at 1-866-586-9873, Option 5.
IMPORTANT - THIS CLASS IS NOT FOR THE NEW USER OF JUNXURE - IT IS DESIGNED FOR THE USER WITH BASIC PROFICIENCY WITH THE JUNXURE PROGRAM.
THIS CLASS IS ONLY OFFERED ONCE PER YEAR.
Pricing: $150 per class or $625 for
5 Continuing Education (Advanced) Classes
Upcoming Junxure Web-Based Classes
 *CONTINUING
EDUCATION CLASSES ARE NOT FOR THE NEW USER OF JUNXURE - THESE
CLASSES ARE
DESIGNED FOR THE USER WITH A BASIC PROFICIENCY WITH THE JUNXURE PROGRAM
® CRM Software, Inc. All Rights Reserved.
PO Box 30607
Palm Beach
Gardens, FL 33420-0607
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