How can I track companies & contacts of those companies in Junxure?
There are two ways:  

1. You can enter the company name in the Last Name of a record.  That way a company is a record unto itself.  Then go to the contact tab on the company record to store basic info about each contact at the company.  Then, all of your actions concerning the company will be on one record.  
2. Another way is to list each contact at a company as their own record.  You can bring them together on the associates tab.  See our video on the Associates Tab.  You have to make sure you have the exact same company name listed in the snail-mail address fields on the contact tab for each record.

1. First, you must have rights to access the user menu.  If you do not have access, talk to your Junxure Key person to set this up for you.
2. From the Main Menu select System Setup, then select Users.  
3. Next, highlight your user record and double click to open up the employee details as shown in the screen shot below.
4. At the bottom of the employee detail screen, click on Get Windows Logged in User.  The Win Username will then automatically populate as shown in the red circle.
5. The next time you log in to your Junxure, you will not be prompted to input your Junxure user name and password. Please review our video on the Log-on Sign On Options for a detailed demonstration.

First of all, Four conditions must be met for email handling to function:

1. You must  have Outlook.
2. You need a Classification of CLIENT or EMAIL in the Profile tab.
1. For example, A PROSPECT would have a classification of EMAIL.
   
2. A Client would have a classification of CLIENT
   
3. The Email address that you want to capture must be entered into the system under the contact record.
4. Email handling must be turned on. See below.

Email handling options are controlled through the Main Menu->Maintain System->System Options->Local Options.

Junxure 7.0 has four methods of handling email. These methods tell Junxure what to do in respect to email, both sent and received. Use the dropdown menu next to Email Handling to choose the appropriate setting for your office. Although email settings are set up user by user, we recommend that the entire office select the same method of handling email.

1. On – Action Required - email can be sent from Junxure or Outlook and all sent and received email will be recorded in Junxure. A new action will be assigned to the logged in user with the Action required checked. No Alert will be sent.
2. On – Action Required with Alert - email can be sent from Junxure or Outlook and all sent and received email will be recorded in Junxure. A new action will be assigned to the logged in user with the Action required checked. An Alert will be sent.
3. On – No Action Required - email can be sent from Junxure or Outlook and all sent and received email will be recorded in Junxure, but no action will be required.
4. Off - When email handling is set to Off, Junxure will only bring in email messages from: 
1.  Emails that are created from Junxure (emails created from an action or from the Global Email Wizard)
2. With the manual import button from Outlook.  

GREAT TIP: Email handling Set up is USER by USER however, you can go to set this up for one user and then select the “copy to other users” button to copy local settings to all Employees directly  from your Junxure log in.

Rules Every Office Should Build

Any time you need to segment your contacts into a specific set, you want to create a RULE.  Here are some ideas so that you can winnow your entire lists of contacts down to a specific set.  * Note:  Keywords, Classifications, etc. shown in our examples may be different than yours.  The idea is to give you suggestions on how to build these rules.  See our video on the Rules Builder for a detailed demonstration. 

SAMPLE RULE:  Give me a list of clients who will be eligible to take their RMD by the end of 2008. In this example, we created a rule for anyone will be aged 70.5 or older by the end of 2008.

1. Client List 
• Rule Inclusions: Classification = "Client"
  
2. Terminated Clients
• Rule Inclusions: Classification = "Ex-Client" 
  
3. Clients over 70.5 for RMD - Example: RMD age 70.5 or older by end of 2008 (Example shown in the screen shot below).
• Rule Inclusions: Classification = "Client", Account Types =  "Retirement Account" (or select all account types that are retirement accounts)
• Under the Additional tab for "Client Birthday", select from the drop down menu: "Less Than", then choose date of 07/01/1938 (For a 2008 Rule).
• Note: You will need to create a second rule for Spouse over 70.5 for RMD. Use the "Spouse Birthday" under the Additional Tab instead of "Client Birthday".
  

4. Holiday Cards
1. Rule Inclusions: Keyword = "Holiday Card" 
5. New Clients
1. Rule Inclusions: Classification = "Client" 
2. Under Profile tab: Client Anniversary = "Between" "01/01/2008 and 12/31/2008" (for 2008 new clients).  Create a new rule for each year.
   
6. Clients by Advisor
1. Rule Inclusions: Classification = "Client" 
2. Under Additonal tab: Advisor 1 = "Equal" "Advisor Name"

Create an Office and an Employee Record to enhance efficiencies in your entire office.  In the Office Record or Employee Record, you can record actions, recurring actions or initiate action sequences to remind you of important procedures that need to get done by the Office or by the Employee.  In this way, important procedures for your entire Office don't fall through the cracks. Note: To create an Office Record:  Put the text "Office Record" in the Client Last Name Field.  To learn how to add a new contact view our video Add a New Contact video.

Note:  We recommend that when you create Employee Records, that you do not record the employee email.

Office Record Actions Ideas:

• Monthly Quarterly, or Annual Compliance Checks 
• Newsletter Production Procedures
• Database Check Reminders
• Event Planning 
• Back-up Test Reminders
  

Employee Record Actions Ideas:

• License Renewals
• Continuing Education reminders
  

September WebEx Class Schedule - Click here to Register

All class times listed are Eastern DT

Boot Camps for Junxure 7

• Send a new employee to camp. 
• Send an experienced user who would like to learn more about the advanced functionality of Junxure. 
• Send one or more employees or your entire office to camp. 

Among our many training options, Boot Camps offer an unparalleled face-to-face experience and the opportunity to interact with your peers, which for many can be an extremely valuable and effective approach. Click on location city below for hotel and location information.  

Basic Boot Camp:

Junxure 7 Basics Guide
For New Users or a Refresher for Existing Users

Don't forget to check out the Junxure 7 Basics Guide.  Ken Golding, co-founder of CRM Software and chief developer of the Junxure program created this Junxure Basics guide. Using a building-block approach, Ken guides you through the areas of the application that you need to understand and master right way.  Each of the areas has a written description of the topic and an accompanying video.  CLICK HERE to access this valuable resource. 

New or Updated Version 7 Videos

• Action Details in the Action Tab
• Action Templates
• Action Sequences
• Actions Tab Overview

Important:  Please forward this newsletter on to all Junxure users in your office! If you "refresh" the notification area, which located below the Main Menu in Junxure version 7, you will be able to access our current newsletter.

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