Who’s on your list? Junxure keeps an Authorized List of users on file that you have given our support team permission to handle certain requests related to your database.

Common support requests that require authorization include:

• Password resets
• Junxure 8 customers who need an admin password to perform automatic updates
• Limiting user access within the program
• Copying data from one machine to another

Review your staff list for any new hires or employees who are no longer with your firm – is your list up to date? Take a moment to fill out this form and send it back to us via email at admin@junxure.com.

Not sure who's on your list? Send an email to admin@junxure.com, or give us a call at 1(866) 586-9873, option 3.

Back up your Junxure Database

Are you behind on performing your Junxure backup? You may have noticed a warning message on the bottom left hand side of your screen.

(Note: Screenshot below reflects warning message for Junxure 8 users.)

Junxure makes it easy to back up all or a part of your database. Just check the bottom bar on your screen to see your login name, Support ID and the last time you backed up Junxure.

We strongly suggest that you check your backups on a regular basis. For a step by step guide on backing up your database, click here.

Vrroom! Vroom! Have you been thinking about adding ClientView Live to your Junxure arsenal?

Imagine having your own private cloud – a secure, encrypted web portal for your clients to access account information, documents and reports in real-time. ClientView Live is an add-on to Junxure that lets you communicate with clients quickly and easily over the web.

ClientView Live Test Drive Overview:

Click on any of the tabs in the top menu for more information, including:

	Home tab: Alerts tie directly to Junxure actions
	Accounts: The most current account details in an environment you control
	Insurance: Clients can view their insurance details when they need them
	Document Vault: Securely share reports and other files
	Live Reports: Your clients can view up-to-date reports on their schedule
	Contact Us: Your clients will be able to send you secure messages and attachments that appear in your Pending Actions in Junxure

Ready to try out our sample program and experience the tool from a client's perspective?

Login Access:

Username: gandrews@119.com
Password: test1234

Questions? Send us an email at sales@junxure.com.

Use Daily Notes to Communicate Company-Wide

Did you know that you can create a message that your employees and co-workers will see as soon as they log in to Junxure? The Daily Note is a great way to communicate an important reminder or message to your staff. Learn how it’s done.

Examples of daily notes include:

	Training reminders
	Important dates
	Scheduling changes

How do you use your daily notes? Let us know by sending us an email at training@junxure.com

Demystifying Deliverables

What’s a Deliverable? What's the difference between a Deliverable and a Recurring Action?

Think of a Deliverable as a Client Service tool. When you have specific tasks for clients that occur on a regular basis (such as a goals or estate planning review), you can use Deliverables as a flexible alternative to Recurring Actions.

Why Use Deliverables?

We all know that no matter how determined you are to keep regular client meetings on the calendar, conflicts inevitably occur. With Deliverables, the "clock" doesn't start ticking to remind you of your next call or meeting until you've completed the last one. So no more premature reminders that you'll need to keep delaying or reschedule.

The differences may be subtle but could make a difference in how you manage your workflow. Deliverables are just another way that Junxure considers how you do business, offering you alternatives to setting up tasks and actions.

Want to learn more? Check out these great videos on Deliverables:

• Deliverable Set-up: Learn how to set-up Deliverables which are tasks that occur based on a timeframe not tied to a specific to a date.
• Adding a Deliverable: Add existing deliverables to a contact record.
• Completing a Deliverable Action: Learn how to complete a deliverable action after it has been created.
• Fulfilling Deliverables Before Due Dates: Learn how to take any action and fulfill a deliverable prior to its due date.

Helpful Tips to Getting Started

Are you getting the most out of your ClientView Live site? Check out these five tips that can help you take your client service to the next level.

1. Keep your site current with Portfolio Report Tasks. Do away with clutter! Remove old files from the Portfolio Reports page to give your clients a clean layout that is current and relevant.
   
   To remove old files, go to ClientView Live Setup Program > Portfolio Reports > Portfolio Report Tasks. You can remove an individual report or an entire post of portfolio reports.

Note: Deleting reports will not remove them from the clients CompanyFiles folder in Junxure.

Haven't signed up for ClientView Live yet? In addition to offering your clients a secure web portal with document vault and on-demand reports (including access to client Portfolio Reports), ClientView Live is the perfect channel for quick, efficient communication with your clients.

Want to learn more? Call us at 1(866) 586-9873, option 2 or send us an email to sales@junxure.com.

Our User to User Forum allows Junxure customers to communicate with each other about how they use the program. Below is an excerpt from a recent discussion that may be useful for your firm.

Junxure Office 1: In many of our client records, we have accounts that look like this:

Account# Junxure-XXXX (where XXX is the client id)
Description: Junxure Added Accounts For Manual Entry

Can anyone tell me why we might have these accounts and what they are used for? I’d like to get rid of them if I can because we don’t use them.

Forum Answer: Junxure automatically generates this account when you navigate to the Assets tab to ensure that an account exists to put any manually added assets where the account number is not specified.

TIP: Though you cannot remove this account, you can create a filter on the grid to hide that record. Right click on the top of the grid and click Toggle Filter.

Then click the button on the left hand side of the text box where you can type your criteria in and select "Does not match". Type in (No Account #) into the criteria box and it will hide the Junxure added account.

Ask a question! Join the discussion! To register for the User to User Forum, click here.

Still depending on spreadsheets to track information? Why waste time when Junxure can help you track that same information and store it in one central location that's accessible to everyone on your staff?

This month, we encourage you to try using Junxure instead of spreadsheets to store and track your data.

Where can I store this information in Junxure?
Now that you've determined what you want to track, the next question is where? Junxure has many areas where you can store data instead of collecting it in a spreadsheet.

For example:

• Profile Tab. Great for storing information that allows you to query your database, including Keywords, Classifications, Interests, and Custodians. Add a keyword of "Prospect-Active" to a prospect record (in addition to a Prospect classification), for example, allows you to create a list of all active prospects in the system.
• Action Types. Consistently entering action types will allow you to track specific events such as scheduled meetings and meetings actually held.
  
  Helpful Tip: In an action revolving around meetings, we recommend that you use the action type of "Scheduled Meeting" anytime you are making an appointment and reserve the type of "Meeting" when you actually hold the meeting and record the notes in that action.
• Action Keywords. Track specific actions using action keywords (For examples, you can track meetings by keyword: MTG-quarterly, MTG-annual, etc.)
• User Fields. Customized User Fields let you create fields you need if a specific field isn't already available in Junxure.
• Taxes & Suitability Tab. Track tax information and suitability (Investment objectives, Experience, Annual Income, Risk Tolerance, and Liquid Net Worth) information. Did you know that you can archive tax information for each year and quickly retrieve archived information?
• Opportunities Tab. Track all expected future money including opportunities for 401k rollovers, new prospects, property sales, inheritances, etc.
• Action Sequences. Track and report on specific procedures such as Account Transfers. Use the Action Sequences Sub Tab to view where you are in the process of a specific transfer directly from within any action that is part of an action sequence. You can even move between action steps from this area.
• Accounts/Assets Tab. You can either manually enter accounts and managed/non-managed assets on this tab, or you can automatically import managed assets using one of our portfolio management system interfaces (if available). You can also capture Required Minimum Distribution information in the new RMD tab.

Not ready to take off the spreadsheet training wheels yet? You can always export your report to Excel or right click on a grid to export data into a spreadsheet.

NEXT MONTH: Junxure the Spreadsheet Buster (Part 2): After you capture the data, how do you track it?

Want more information? Call the Junxure Solutions Group and set up a personal web-based training session that can help you transition away from spreadsheets. Ask about our discounted packages!

Call 1-866-JUNXURE (586-9873) option 5 or email us at training@junxure.com.

JUNXURE Practice Management Virtual User Group

Erin Kincheloe, Director of our Junxure Solutions Consulting and Training Group, is your host. Erin is a former advisor who used Junxure in her firm, and has provided training and consulting to many of our Junxure clients.

Hear from Erin and other Junxure users as they share ideas and insights for mining Junxure data. Learn how to use the Junxure reporting features to track important information about actions, employee productivity, accuracy of data, and much more.

Please come ready to ask questions and share your own ideas and suggestions with others in the group.

Please note: These User Groups are not training classes – they are discussions on practical applications of our tools as well as offering practice management suggestions for your office.

Contact: You can reach the Solutions Group via email at training@junxure.com or via phone at 1-866-586-9873, Option 5.

Our web-based curriculum is one of many training options available to help you recognize the full potential of your Junxure system.

Make sure you register early! These classes fill up quickly as space is limited. For more details about each class or to register for an upcoming class, click here.

Note: All web-based classes are taught using Junxure 8.

We’d love to see you, so please stop by and say hello!