News, Training, and Junxure Tips  - August 2009 

• Alert Classifications
• Birthday Notification
• Vacation Notification
• Keyword Colors
• Grid Alternating Row Colors
• Overdue Pending Actions
• Bonus Tip from Our Support Team: How to delete an email from within an action

Junxure in Color

Color options in Junxure won’t challenge your “color palette”, but color can be used to help you to highlight important “need to know” information, distinguish specific details, improve readability, and increase your overall efficiency.

All About Red

Alert Classification

On the Personal Info tab, you have the ability to add notes in the Important Information sub tab as shown below circled in Red. This information is generally information that you would like to make sure that the entire office is made aware of. Throughout the program, there are a few places where the important information text will appear, including on the Dashboard Tab and in any of the contact preview windows in the People/People menu. Another area where this text appear is in an Alert Notification box, but only if it is activated.

To activate the Alert Notification box for a particular contact, go to the contact’s Profile Tab, and then add a Classification of Alert.   This will activate a RED Alert notification on the left hand side of the Contact Header Bar.  If a Classification of Alert is not available in the drop down list on the profile tab, then it will need to be added to the Classification area in List Data Maintenance first.

Add a Classification of Alert

RED Alert Notification Feature Activated

Once the Alert Notification box is activated, if you drag your mouse over the alert box, or if you double click on the alert, the text from the notes on the Important Info box on the Personal Info tab will appear.

Birthday Notification

As a quick reference, on the Contact Header Form, when a birthday is within 2 weeks of the current date, the birthday field will turn red as shown circled in red below. This will help bring this fact to the attention of the office staff allowing them to acknowledge the contact’s birthday and even engage in conversation about special plans they have/had to celebrate the special day.

Vacation Notification

Sometimes, it may be important to notify your office staff that a client is on vacation so that anyone trying to contact the client will look to use alternate communication methods or wait to contact the client after they return from vacation. On the Personal Info tab, when you enter a client’s vacation departure and return dates as circled in red below, you will activate a red Vacation Notification box which is then viewable in three different areas of the program.

1. On the client’s Contact Info tab.
2. In the Main Menu search preview windows.
3. In the Action Detail screen, just above the phone number.

Note: The vacation notification will automatically de-activate when the vacation end date has passed.

To Modify the Vacation Start & End Dates, Make Sure you Click on the “Edit Personal Information” Link as Shown by the Gold Arrow Below.

Main Menu Search Preview Window

Contact Info Tab & Action Detail Window

Other Colors in Junxure

Color Coded Keywords

You can assign a color and a priority to any of the keywords added to the profile tab. This will help draw attention not only to top priority keywords displayed at the top right of the contact record, but also to keywords that appear in the keyword list on the profile tab.

Keywords on the Profile Tab

When you add a prioritized/color coded keyword to a contact on their profile tab, the two highest priority keywords will appear as colored boxes on the top right hand corner of the main Contact Header Form for each contact. In the example circled in red below, the keywords, “Discretionary” and “Group A” appear as they are the two highest priority keywords for that particular contact.

Note: The top most colored box represents the contact’s selected Classification of either, Client, Prospect, or Vendor. These color codes come as a default in your system and cannot be modified.

1. If you add a classification of Client to the contact’s profile tab, the box will appear in blue.
2. If you add a classification of Prospect to the contact’s profile tab, the box will appear in gold.
3. If you add a classification of Vendor to the contact’s profile tab, the box will appear in green.

Contact Header Form

To color code and prioritize your keywords, go to System Setup > List Data Maintenance > Keywords

Assign priorities by selecting the corresponding box in the Priority column. The lower the number you choose, the higher the priority, with “0 (zero) as the highest priority, and “1” as the next highest priority. If two keywords have the same numerical priority, the keyword that is first alphabetically, will have a higher priority. In the example shown below, the Account Transfer In & Group A keywords have the highest priorities.

Assign colors by selecting the corresponding box in the Click to Change Color column and then choose from one of the many colors available in the pop-up color chart.

Keywords In List Data Maintenance

Pop-Up Color Chart

Grid Alternating Row Colors

Another colorful, helpful feature is the ability to select a color for alternating rows in any Grid in Junxure. This can improve the readability of a particular grid, or even reflect your mood for a particular day.

To access this feature, go to the grid that you would like to work with; the Pending Actions grid is shown below as an example. Then with your mouse right-click on the gray bar, just above the grid, to bring up the Grid Options Menu. When you choose the Select Alternating Row Color from the menu, the pop-up color chart will appear (same chart as the keywords color chart) and then you can select an alternating grid color for that particular grid.

Overdue Pending Actions

Lastly, there is a new color feature for your Pending Actions grid. If you would like Junxure to automatically highlight all Past Due actions on your Pending Actions grid, you can choose to turn on a feature that will highlight all past due pending actions in a pink shade.

To turn this feature on, go to Maintain System > System Options > Local Options

Then under the category of Behavior, check the Highlight Overdue Pending Actions check box. As this is a local option, selecting this feature will not affect any other users in your office.

Bonus Tip from Our Support Team

How to Delete an Email from an Action

Has an unneeded email from a client found its way into your Junxure Actions History? Oftentimes, we have some great personal conversations with our clients via email, and that is all part of establishing trust with our clients as well as encouraging a strong, loyal, and friendly relationship. But those forwarded email chain letters, jokes or personal messages may not need to be preserved!

If you would like to remove captured emails in Junxure, there are two options:

1. Use the Manage Email feature to completely remove the email from Junxure. You access this feature from the Outlook Add-in tool bar in Outlook. For information on how to use this feature, please review our short video on Manage Emails. This video will show you how to remove emails from an action as well as show you how to move emails to a new or existing action. You will have an option to delete the original action associated with an email.

2. Delete the email directly from an action. Select this option if you have lost the ability to manage your emails (the emails were moved, or you are not the original owner of the email) or if you want to keep a Junxure action but just want to delete the email from that action.

Instructions on How to Delete an Email from an Action:

1. Open the action with the email you would like to delete.
2. Click on the Emails sub tab; it should have a green check box next to the word “Emails”.
3. Click to highlight the email that should be deleted.
4. Select the row to be deleted and hit the Delete key on your keyboard.

Action Detail Window & Email Sub Tab

5. A warning window will appear. Click Yes or No or Cancel, and then another warning message will pop-up. Once again, click Yes, No, or Cancel.

Warning One

6. Clicking on Yes in warning two will completely remove the Email from the action; however, it will not delete the action. Make sure you read this second warning carefully so that you understand the consequences of choosing to delete an email in this manner.

Warning Two

Back to School

It’s the time of year when students are heading back to school after their summer break. However, it’s also time for all Junxure users to consider going back to school as well. Whether you’re interested in a Junxure refresher on its basic features or want to learn about more of the advanced functions, it is a great time to look at the schedule and sign up for a class.

Our Web Based Training Classes

Junxure On Going Education

Our On-Going Education Classes are designed for those who are already proficient with the basic features in Junxure and would like to bring their knowledge to the next level. These classes often focus on specific features in the program that are typically not covered in the Key Person or General Staff Class Series, such as “How to Handle Meetings in Junxure”.

General Staff Classes

The General Staff Class Series is designed for those who will be interacting with Junxure on a daily basis in an administrative or general capacity. These classes are not only useful to a new Junxure office, but can also help to train new your office employees on Junxure’s features and functionality.

Key Person Classes

The Key Person Class Series is designed for those who will be responsible for the set-up and maintenance of the Junxure system.

Upcoming Junxure Web-Based Classes

Sunday	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday
August 9	August 10	August 11	August 12	August 13	August 14	August 15
				General Staff 2	General Staff 3
August 16	August 17	August 18	August 19	August 20	August 21	August 22
August 23	August 24	August 25	August 26	August 27	August 28	August 29
		General Staff 4	General Staff 5	ON-GOING EDUCATION: Tracking Prospects & New Business
August 30	August 31	September 1	September 2	September 3	September 4	September 5
		Key Person 1	Key Person 2	Key Person 3
September 6	September 7	September 8	September 9	September 10	September 11	September 12
		Key Person 4	Key Person 5	ON-GOING EDUCATION: Seminar/Event Planning
September 13	September 14	September 15	September 16	September 17	September 18	September 19
		General Staff 1	General Staff 2	General Staff 3
September 20	September 21	September 22	September 23	September 24	September 25	September 26
		General Staff 4	General Staff 5	ON-GOING EDUCATION: Corresponding Using Junxure

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