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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

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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

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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

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11/2009

Solutions Group Virtual Open House, Email Templates and the Goals Tab

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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

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