A: The Outlook Action ID is
extremely helpful because, at a glance, you will be able to tell
whether
Junxure has automatically captured and copied an email. When
an email is captured in Junxure, a copy of
that email is recorded in an action and an action ID# is assigned to
that action. From Outlook, you are able to tell that an
email was successfully captured in two ways:
1. When you highlight an
email, the Action ID button, as circled in red below, will
show the assigned Action ID number for that email.
2. If you add the JX ID
Column, as highlighted in yellow, the Action ID number will show in
that column for each email that was successfully captured.
Q:
Help! I am using Junxure version 7 and a
client record has magically
disappeared. Where did it go?
A:
There are two reasons why
the record may not be available to view:
1. Check Your User
Rights
Check your
security settings to see if you have access to view that particular
record. For more information, please view our video on User Rights.
2. Check for a
Deleted Record
You may have
accidentally deleted the contact record. On the contact form,
if you select the red X button
(as circled below), you will delete that record. If that happens, know
that Junxure doesn't delete a contact record, Junxure only
archives the record.
Fortunately, you will have
the ability to restore the
archived contact record. Before you restore a contact
record, it is always important to check with your office to make sure
you have permission to use this feature to restore a deleted
record, and that you adhere to any
established operating procedures.
To restore a deleted
(archived) contact record, go to the Main Menu>Database Tools>Data
Cleanup/Correction>
View Archived Deleted Clients.
Choose the contact you want
to restore from the list. Then select "Restore Client".
The contact record can
now be
accessed.
Junxure Launches
Solutions Group in Response to the Growing Need for Practice Management
Support
Strategic Alignment
In today’s environment,
financial advisors are facing unprecedented
growth opportunities, yet often are unable to respond due to increasing
strategic, operational and compliance constraints surrounding their
businesses.
Now more than ever, the key to success is to align technology with your
specific strategy to streamline your operations and business
management, freeing you up to better serve your clients and efficiently
grow your business.
Based on our experience with 6,000+ Junxure users over the past 10
years, we have identified the optimal ways and best practices for using
Junxure’s capabilities to strategically manage advisory firms.
The Consulting Experience
When you engage Junxure’s
Solutions Group, you are assigned an experienced Consultant with deep
knowledge of Junxure’s comprehensive features and functionality. The
extensive practice management expertise brought to each Solutions Group
engagement is drawn from the personal experience of each consultant in
previous roles including advisor, principal, and firm owner.
Your Consultant will work with you to:
- Evaluate and assess your current processes
and
procedures
- Make recommendations for new, efficient ways
to
run your firm, leveraging Junxure’s full set of capabilities
- Customize an action plan for implementing new
workflows,
action sequences, and data integrations through our Junxure PowerTools.
- Facilitate the training process for your staff
- Provide on-going support and guidance through
the implementation phase to ensure your action plan is put in place
Junxure PowerTools
As a Solutions Group customer,
you will receive the benefits of Junxure PowerTools for advanced
work-flow automation – a unique offering which helps advisors increase
their client service and flexibility in managing their business.
Fine-tuned over a decade of
experience, Junxure PowerTools increase
the operational leverage of Junxure in your practice, assisting you in
responding in real-time to business opportunities and client needs.
Junxure PowerTools are ONLY
available when you engage our Solutions Group Consulting.
For more information, email
Erin Kincheloe, Director of Training Services at ekincheloe@junxure.com
User
to User
Online Forum
Visit
the
CRM Software User to User Forum to post
questions about specific categories, read responses and correspond with
other
users who also use CRM Software products in their own practice. The forum is
designed to give users an
opportunity to correspond with other users in the industry that use CRM
Software’s
flagship product Junxure. Registering is quick if you are new to the
User to User Forum – Click here to register.
For
Technical Support issues you should call Tech Support at 1-866- JUNXURE
(586-9873)
M-F 9:00AM-6:00PM
Eastern or email them at Support@junxure.com
Junxure
Training
Current Web-Based Class
Schedule
Junxure 7 Web-based Classes for
the Key Person
In this series of five
classes, Key Persons will learn how to: Create users in the database
and set up users’ rights, roles and security. Set up templates for
grids, letters, actions,
rules, reports and emails. Customize drop down lists used throughout
the program.
Create actions and establish advanced actions for the office. Set-up
Outlook integration and manage emails. Use rules and reports to track
office efficiency, manage actions, and more…
Key Person 4 - November 11, 2008 /
2:00pm -
3:15pm
ET
Key Person 5 - November 12, 2008 / 2:00pm -
3:15pm
ET
Key Person 1 - December 2, 2008 / 2:00pm -
3:15pm
ET
Key Person 2 - December 3, 2008 /
2:00pm -
3:15pm
ET
Key Person 3 - December 4, 2008 /
2:00pm -
3:15pm
ET
Key Person 4 - December 9, 2008 /
2:00pm -
3:15pm
ET
Key Person 5 - December 10, 2008 / 2:00pm -
3:15pm
ET
Click Here
to Register for All Web-based Training Classes.
Junxure 7 Web-based Classes for
the General Staff
In this
series of five classes, the General Office Staff will learn how to:
Search for contact records and add new contacts to the system.
Customize grids and sort/filter grid fields. Input, track and complete
an action.
Send and manage emails, and schedule appointments using Outlook. Build
and understand how to effectively use rules and reports. Save time by
using the Global Email and Global Letter Wizards. Create documents,
store documents, and print envelopes/labels, and more…
General Staff 1 - November 13, 2008 / 2:00pm -
3:15pm
ET
General Staff 2 - November 14, 2008 / 2:00pm -
3:15pm
ET
General Staff 3 - November 18, 2008 / 2:00pm -
3:15pm
ET
General Staff 4 - November 19, 2008 /
2:00pm -
3:15pm
ET
General Staff 5 - November 20, 2008 / 2:00pm -
3:15pm
ET
Click Here
to Register for All Web-based Training Classes.
Junxure 7 Essentials for the Upgraded Office
In this class, upgraded
Junxure users will learn about the significant changes in version 7.
Users will learn how to: Customize your views using grids.
Navigate and customize the *New* Dashboard tab.
Create Action Templates. Set-up dependent Action
Sequences. Send and manage emails. Create and use
Email Templates, and more...
JX 7 Essentials - November 7, 2008 /
1:00pm - 2:30pm
ET
JX 7 Essentials - November 19, 2008 /
12:00pm - 1:30pm
ET
JX 7 Essentials - December 5, 2008 /
1:00pm - 2:30pm
ET
Click Here
to Register for All Web-based Training Classes.
New
or Updated Videos
Email Handling Set-up
Junxure Outlook Add-in
Manage Emails
Action Templates
Actions Tab Overview
Important: Please
forward
this issue 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 and previous
issues.
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CRM Software, Inc. All
Rights
Reserved.
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Box 30607
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Gardens, Fl. 33420-0607.
