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| 09/2010 |
Don’t forget to upgrade to Junxure 8.7, Run your Junxure Checkup Report, Junxure now compatible with Microsoft Office 2010 (32–bit only), Junxure named again to “Inc. 5000 fastest growing private companies”, Fischer & Hutchinson Wealth Advisors LLC, Action Form Navigation Tool & Editing email templates |
HTML | PDF |
| 08/2010 |
Junxure Version 8.7 is now available, ClientView Live Update Includes Security and Setup Account Features, 2010 Best of West Palm Beach Award, “Hottest Companies in the Southeast” Award, Handling Divorced and Deceased Clients in Junxure, Formatting Action Notes and How Junxure can help with your compliance |
HTML | PDF |
| 07/2010 |
Schedule a server move, Backing up your Junxure Database (Part 2), Junxure Search Beta, Junxure Mobile Skins, Mass Updates to Client Profile Information, Systematizing the Staff Transitions, Junxure The Spreadsheet Buster (Part 2) & Tracking Prospects and New Business |
HTML | PDF |
| 06/2010 |
Test Drive ClientView Live, Use Daily Notes to Communicate Company-Wide, Demystifying Deliverables, Junxure Added Accounts For Manual Entry and Junxure The Spreadsheet Buster (Part 1) |
HTML | PDF |
| 05/2010 |
Upgrade MoneyGuidePro Interface, new training videos now available, J.J. Burns from J.J. Burns & Company, Junxure Mobile, Restoring a deleted (archived) client, Tracking Your Prospects & Systematizing Office Workflow |
HTML | PDF |
| 04/2010 |
Junxure Email and Calendar Tools, DeLynn Zell of Bridgeworth Financial, Two Quick Ways to Reduce Junxure Backup Space, How Junxure helps with compliance and Transform Your Business Workshops |
HTML | PDF |
| 03/2010 |
Transform Your Business Program, Set Appointments in Microsoft Outlook, Using Right Click for Extra Options & New Entity Feature |
HTML | PDF |
| 02/2010 |
2010: The Year of Mobile, A Message from Greg Friedman, F1 Help, Roth IRA Conversions and Practice Management Virtual User Groups |
HTML | PDF |
| 01/2010 |
ClientView Live´s new Document Assembly Wizard, User Fields, Junxure Check-up and Practice Management Virtual User Groups |
HTML | PDF |
| 12/2009 |
New Junxure Educational Videos, Junxure Notifications, Profile Tool, Tracking Referrals to Other Professionals and End of the Year Checklist |
HTML | PDF |
| 11/2009 |
Solutions Group Virtual Open House, Email Templates and the Goals Tab |
HTML | PDF |
| 10/2009 |
Junxure 8 & Junxure Mobile, Action Sequences and Hidden Actions |
HTML | PDF |
| 09/2009 |
Searching, Searching, Searching |
HTML | PDF |
| 08/2009 |
Junxure in Color: Increase Your Efficiency using Color |
HTML | PDF |
| 07/2009 |
Avoid the Gridlock: Organize Your Grids and Use Templates to Help You Move Along |
HTML | PDF |
| 06/2009 |
Harness More Power of Junxure
with Action Classifiers |
HTML |
PDF |
| 04/2009 |
Spring Clean Your Junxure Database |
HTML | PDF |
| 03/2009 |
Optimize Actions, Export Grids to Excel, Manually Add Documents, New Advanced Class |
HTML | PDF |
| 01/2009 |
Actions Dashboard, Delete Duplicate Actions, Deceased Client Records, New Advanced Classes |
HTML | PDF |
| 12/2008 |
Notes Library, Action Templates, Global Actions Wizard, ClientView Live™ |
HTML | PDF |
| 11/2008 |
Add JXID Column to Outlook, Restore Deleted Record, User to User Forum and more…. |
HTML |
| 10/2008 |
Junxure Training, Email CC’s, Email capturing, Tool Tips, Global Email Wizard |
HTML |
| 09/2008 |
Set-up Email Handling, Rules Every Office Should Build, The Office Record |
HTML |
| 08/2008 |
Tips and Tricks, FYI's, Alerts, Support Resources, New JX 7 WebEx Class |
HTML |