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| Training
Corner |
Below is a schedule of our upcoming web-based classes:
Junxure 7 Essentials for the
Upgraded Office
We recently created this, highly popular, web-based class to assist you in quickly getting up to speed on the great new features and functionality found in Junxure 7. In addition to learning about the important new aspects of the program, you will have the ability to ask questions and interact with the trainer during the class. This class is not for the new user of Junxure - it assumes working knowledge of Junxure Version 6. Click Here to Register for All Web-based Training Classes.
October 17, 2008 / Noon - 1:30pm EDT
October 30, 2008 / 2:00pm - 3:30pm EDT
November 7, 2008/ 1:00pm - 2:30pm EST
Junxure 7 Web-based Classes for the Key Person
Key Person 1 -October 7, 2008/2:00pm - 3:15pm EDT
Understand the ways in
which you can populate
your Junxure Database. Learn
how to
create users in the database. Review
the security features in the program and how to set up rights and
roles. Learn how to manage grids
and templates, set
up Outlook integration, including email handling. Understand the
various
options available in the Systems Options area of the program.
Key Person 2
- October 8, 2008/2:00pm - 3:15pm EDT
Gain a working knowledge of
the various tabs in
the contact side of the database and understand how to enter and use
the
information stored there. Learn
how to
customize drop-down lists in the List Data Maintenance area of the
program. Review
ways to do clean-up and
correction of the data. Understand
how
to create Rules to query your database and create list of contacts.
Key Person 3 - October 14, 2008/2:00pm - 3:15pm EDT
Learn how to input, track,
and complete an
action. Emphasis on
the key fields of
“Type”, “Process”, and “Action Keyword”. Discover
the various features of the Pending
Actions screen and how FYI’s and Alerts keep the office up to speed.
Learn how
to access and create various reports available in Junxure that relate
to
tracking actions in your firm. Understand customization options as they
relate
to Actions and know how and where to set these up.
Key Person 4 -October 15, 2008/2:00pm - 3:15pm EDT
Understand
some of the Advanced Work flow features of Junxure and how to set them
up. Gain a
working knowledge of advanced actions features Recurring Actions
& Action
Sequences. Learn how to access and
create various reports available in Junxure that relate to tracking
actions. Review how to create Action Rules and Reports
using the Actions Rules builder and Action Reports Wizard.
Key Person 5 -October 16, 2008/2:00pm - 3:15pm EDT
Review pre-built Junxure
reports. Learn how to create customized reports using the Reports
Wizard and
create document templates for your office.
Gain a working knowledge of the document storage system
and how to bring
existing documents into the Junxure Document folders.
Understand the importance of Backing up
Junxure.
Click Here to Register for All Web-based Training Classes.
Junxure 7 Web-based Classes for the General Staff
General Staff 1 - October 21, 2008/2:00pm - 3:15pm EDT
Gain a working knowledge of
the various tabs in
the contact side of the database and understand how to enter and use
the
information stored there. Discover a myriad of ways to search for your
contacts and how to add a new contact to the system. Learn
how to customize grids and create grids templates and how to sort and
filter fields in your girds.
General Staff 2 - October 22, 2008/2:00pm - 3:15pm EDT
Learn how to input, track, and complete an
action and view your actions on the pending actions screen. Understand the importance
of
the key fields of
“Type”, “Process”, and “Action Keyword”. Discover
the various features of the Pending
Actions screen and how FYI’s and Alerts keep the office up to speed.
Review the various ways to view, sort and filter your actions.
General Staff 3 - October 23, 2008/2:00pm - 3:15pm EDT
Learn how to enter an
Outlook appointment from within Junxure. Learn how to create
actions templates in order to save time by pre-filling various fields
in an action. Understand
some of the Advanced Work flow features of Junxure and how to set them
up. Gain a
working knowledge of advanced actions features of Recurring Actions and
Action
Sequences. Review some helpful reports revolving around
actions.
General Staff 4 - October 28, 2008/2:00pm - 3:15pm EDT
Feel comfortable in creating documents in Junxure and understand how
to print envelopes and labels. Learn to save time by sending
out
letters to a group of contacts at once by using the Global Letter
Wizard.
Learn the importance of rules and how to build rules.
Discover how the Profile Tool can help you to quickly add or
remove data from the profile tab for multiple contacts. Begin
to discover how your office
can move towards a paperless environment using the Junxure document
storage feature.
General Staff 5 - October 29, 2008/2:00pm -
3:15pm EDT
Learn how Junxure seamlessly integrates with Outlook to handle your
email correspondence. Gain
a clear understanding of how to send emails to your contacts and how
Junxure captures emails from Outlook and copies it to an action in
Junxure. Learn to save time by sending out emails to a group
of contacts at once by using the Global Email Wizard.
Discover the capabilities of the Junxure pre-built reports. Learn how
to create customized reports revolving around a group of contacts in
your database.
Click Here to Register for All Web-based Training Classes.
| Junxure in Practice |
Global Email Wizard (version 7 shown)
A great way to expedite important (perhaps reassuring) information to your clients, is to take advantage of the Junxure Global Email Wizard. The wizard will create email messages and actions for multiple contacts at the same time. Note: To ensure your client's privacy, when you send emails utilizing the Global Email Wizard, an individual email will be created and sent for each of the selected contacts. Each email sent will then be captured and copied into Junxure into a new action and recorded in the appropriate contact record.Step 1: On the Main Menu, go to Letters >Global Email Wizard to open the wizard. Use the Next and Back buttons to move between screens.
Step 2: Use the drop down menus to choose an appropriate rule for the report, or use the Edit/New Rule buttons to create your own Rule. See the on line user manual section on the Rules Builder for more information on using these filters. Choose which email address to apply (preferred, home, work, etc). You may choose to send this email to any Associates with CC (carbon copy) indicated on the Associates Tab, click the CC all emails address marked as additional. Click next at the bottom to continue.
Step 3: Junxure will prompt you to fix recipient addresses that do not match the overall type of email chosen above by highlighting the line in red with exclamation marks. In this case, a preferred email address has not been indicated. Double click on the missing email address field to view available email addresses.
Step 4: When the missing email field is double clicked, an email address window like the one below will open. Double click on the email address to add the email and then select the "Update Wizard" button. You will then be returned to the wizard.
Step 5: Uncheck any contact that should not receive the email, then click the Remove Unchecked button highlighted in yellow below to update the list.
Step 6: If this requires no further action beyond the creation of the email, fill in the Type, Process and Note box, then click the Completed button just above the area highlighted in yellow. If action is required, click the button and complete the area highlighted in yellow, adding Action Keywords if necessary.
Step 7: Junxure will provide a report of the results as indicated in prior steps . Review this for accuracy, using the Back button to change any steps. Give a concise but descriptive name for this email in the Letter History Name area below. This will used to access the email for reporting purposes, but will not show up anywhere on the outgoing email itself.
Step 8: Click the Finish button to create the email.
Step 9: Junxure will produce a pop up warning. Click Yes to record in actions which will a record an action for each of the recipients.
Step 10: An email window opens. Depending on the version of Microsoft Outlook being used, this window may look slightly different on your computer, but the Junxure tools should appear the same in the right hand side of the window. Fill in the fields as you would any email, or use the merge fields to have Junxure auto fill data from the contact record. See the on line user manual section on Creating Email through Actions for more information regarding creation of emails through Junxure.
Step 11: Click Merge and Send when email creation is completed.
Step 12: A pop-up will then ask if you would like to save your email as a template. Click NO to send your email without saving it as an email template. Click YES if you would like to save your email as a template. Make sure you review our documentation on how to create Email Templates.
Step 13: A new pop-up will then appear. Select Yes to exit the wizard.
You will notice that a separate email to each contact will now show in your Outlook Sent Items folder. You will also notice that a new action will appear under the contact tab for each recipient. In that action, a copy of the email will be available to view under the Email Subtab.
Important: Please forward this newsletter on to all Junxure users in your office! If you "refresh" the notification area, which is located below the Main Menu in Junxure version 7, you will be able to access our current newsletter.
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