Haven’t yet upgraded to Junxure 8.7? The folks at Financial Designs, Inc. in Minnesota wrote to us about their upgrade experience. Here’s what they had to say:

“Thank you and the Junxure Team for the recent upgrades and enhancements!” Judy Bills, FDI Vice President recently wrote to us in an email. “We really appreciate that Junxure listened to our suggestions and frustrations.”

New enhancements that Judy felt were most helpful include:

1. How the program opens on the 2nd monitor
2. Size enlargement of the action ID
3. Attaching documents to actions (“The file opens the folder of the client you are working with!” Judy noted.)

“We continue to be a very satisfied customer and feel you provide SUPER AND EXCELLENT CUSTOMER SERVICE!” Judy continued. “I most definitely encourage everyone to upgrade now! It was a painless update and took only minutes to do.”

GET STARTED NOW!:

Version 8 Users: In Junxure, go to Maintain System > Check for Updates. Follow the Junxure Upgrade Wizard instructions to complete the process.

Version 7 Users: You can perform the upgrade from Version 7 directly to Version 8.7 using our step–by–step Junxure Update Guide.

You also have the option to call Junxure Support at 1(866) 586–9873, option 3 to schedule the upgrade.

Not sure which version of Junxure you’re on? Check the bottom of your screen in Junxure or go to Help > About Junxure from the top right menu to see your version number.

Run your Junxure Checkup Report!

Are you using Junxure to its full potential? September is a great time to run a Junxure Checkup Report for your firm.

What it is: The Junxure Checkup Report is a useful tool that analyzes how your firm currently uses Junxure. The report returns a list of functions in the system that reveal where your firm best uses the tool and which areas can benefit your firm from increased adoption.

Where to get it: The Junxure Checkup Report is already available to you, built right into Junxure! Just go to the Main Menu > Database Tools > Junxure Checkup to launch the Junxure Checkup Wizard.

Benefits:

• Identify how your office can increase office productivity using Junxure
• Create a self–guided action plan using help references included in the report
• Find contacts that are missing important information

Read more about the Junxure Checkup Report in this newsletter article from our Junxure Solutions Group.

Want more? Make the most of your Junxure Checkup Report with our “Transform Your Business” program.

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

Junxure is now compatible with Microsoft Office 2010 (32–bit only). For a full list of Junxure system requirements, click here.

New Ongoing Education Class – Track Required Minimum Distributions (RMDs) with Junxure

We’re excited to offer two chances this fall to take our new online class on tracking RMDs with Junxure.

• Tuesday, September 14th at 2:00PM (ET)
• Wednesday, October 13th at 2:00PM (ET)

In this class, you’ll learn how Junxure can help your office successfully manage your RMDs with tips on how to identify, track and report on these distributions. We will also cover the new RMD tab and RMD reporting functions in Junxure.

These classes will be hosted by Erin Kincheloe, Director of our Junxure Solutions Consulting and Training Group. Erin is a former advisor who used Junxure in her firm; she’s worked with many of our Junxure clients (including Greg Friedman’s firm), and brings a wealth of “best practice” insights to these sessions.

Sign up today! Classes are limited.

Junxure named again to “Inc. 5000 fastest growing private companies”

August 2010 – For the third year in a row, CRM Software, makers of Junxure, has been named to the Inc. 5000 list of the of the fastest growing private companies in the US. With a significant jump from last year to our 2010 ranking of #1523, we are proud to be recognized as an Inc. 5000 honoree. Check out the Junxure profile here.

Fischer & Hutchinson Wealth Advisors LLC

We recently spoke with Jeanne DiAmico, Client Services Manager at Fischer & Hutchinson Wealth Advisors LLC in Delaware, about her firm’s experience upgrading from Junxure Version 8 to Junxure Version 8.7.

Fischer & Hutchinson Wealth Advisors LLC

Your office just upgraded to our latest version, Junxure 8.7. How was your experience?
I used the new Junxure upgrade wizard and it was much smoother! Thanks so much for this enhancement!

How long have you been using Junxure?
The firm has been using Junxure since 2006. I have personally been using Junxure for about 3 years.

How has your overall experience with Junxure been?
Very good. I had no experience prior to starting with this firm and am basically a self-taught Junxure user. We have participated in the discussion groups and I am a frequent visitor to the User Forum.

Did you find the automated update helpful?
I prefer being able to do the update on my own, without scheduling an upgrade because it never fails that [a conflict] comes up during a scheduled upgrade.

Customer service is always our highest priority at Junxure. How can we improve what we do?
Communication is the key. Keeping everyone in the loop on the updates and enhancements is very important and Junxure does a fine job at this. Keep it up!

Formatting Actions Notes

New in Junxure 8.7!  Try using the new Action Form Navigation Tool to quickly find specific client actions with filters and keywords. This article shows you how to get started using this helpful new feature.

Quick tip: You can quickly link a new action to the current one by clicking Add Another Action Item.

The navigation grid will appear on the left side of the screen. You can customize which fields you want to appear in the navigation tool by clicking on the field chooser button and un–checking any fields that you do not want to appear in the navigation tool.

The selected action is now highlighted. You can unlink the action by opening the Action Form Navigation Tool, selecting the linked action, and selecting Unlink from the Linked Action drop down.

Want more? To learn more about how the Action Form Navigation Tool can work for you, or how to search, view and sort related actions, see Action Form Navigation Tool in online help.

Advisor Question: How do you edit an email template? These are not email action templates, but the email templates under Letters > Email Templates.

Forum Answer: Click on the open item icon in the email template grid (located in the right side of grid).

The email template will open for you to edit. To save, click the Save icon in the Junxure Email Editor Tools window.

Close the email. You do not need to save changes to the email.

Helpful Tips:

Join the discussion! Log on to the User to User Forum to share your ideas or to ask a question.

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

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 8.7.

Junxure representatives will be in attendance at the following conferences in 2010 and 2011:

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