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| Navigating the Main menu |
Here is a short overview of the Main menu in Junxure |
4.0 |
4:26 |
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| Navigating the People List |
This is for People List Features |
2.2 |
2:40 |
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| Client Form |
This is a general overview of the client form. |
4.4 |
5:20 |
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| Buttons At top of form |
This explains the buttons at the top of the client form. |
4.8 |
4:51 |
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| Reports |
Describes the Reports button on the Clients Tab |
1.9 |
2:44 |
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| Agenda Report |
Description of the agenda report and interface |
2.7 |
3:47 |
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| History Report |
Description of the history Report |
2.2 |
2:41 |
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| Keyword Color coding |
A description of how keyword color coding works. |
2.0 |
2:41 |
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| Contact info |
A more detailed look at the contact Info Tab |
5.1 |
4:39 |
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| Personal into |
A detailed look at the Personal Info Tab. |
2.3 |
3:08 |
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| Main profile |
A detailed look at the profile tab. |
4.4 |
5:43 |
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| Taxes and suitability |
A description of how to use the Taxes and Suitability tab including archiving prior years |
1.0 |
1:22 |
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| User fields |
How to setup and use the user fields |
1.5 |
1:56 |
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| Referrals |
How referrals are entered and tracked in Junxure |
2.2 |
2:45 |
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| Future money |
Where to track potential future money. |
1.3 |
1:54 |
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| Actions Overview |
This is a general overview of Actions, Alerts and FYI's |
6.5 |
8:36 |
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| Actions Expanded |
This is an overview of the expanded view on the actions Tab |
4.5 |
5:36 |
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| Actions Condensed |
This is an overview of the Condensed view of the actions Tab |
1.8 |
1:56 |
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| Action Searching |
How to use the search form to search for actions and save those searches. |
1.9 |
2:40 |
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| Process |
Discusses the Process tab and using processes on actions. |
3.0 |
3:25 |
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| Action Keywords |
Covers the Action keywords on actions and the action keyword Tab |
2.4 |
3:12 |
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| Actions Deliverables |
Discusses Deliverables, setup, deliverable sets and using deliverables. |
4.2 |
5:58 |
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| Planning process |
How to use the Graphical Planning process report with the actions. |
4.3 |
5:47 |
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| Associates |
This is a detailed look at the associates tab on the client form. |
2.0 |
2:56 |
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| Contacts |
This is a look at the contact tab |
0.9 |
1:21 |
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| Accounts Overview |
General overview of the Accounts Tab and the Global Accounts Tab |
5.7 |
7:43 |
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| Assets |
Description of the Assets Tab |
7.0 |
8:33 |
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| Insurance |
Description of the Insurance Tab |
1.5 |
2:13 |
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| Fma |
Description of the FMA Tab |
7.2 |
10:01 |
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| Goals |
This is a description of the Goals Tab |
2.5 |
3:29 |
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| Cash flow |
Description of the cash flow tab |
1.0 |
1:10 |
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| Estate |
Description of the Estate Tab, including Gifting |
2.0 |
2:44 |
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| Favorites |
Description of the Favorites Tab |
1.5 |
2:15 |
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| Actions Recurring |
Discusses recurring action, how to set them up. |
3.3 |
4:23 |
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| Action Sequences |
This is a description of the action sequences and how to use them. |
6.2 |
8:25 |
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| Alerts and FYI's |
Description of Alerts and FYI's |
4.5 |
5:36 |
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| Notes Library |
This is a description of the Notes Library |
2.0 |
3:15 |
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| Global Process |
Description of the Global Process Reports |
1.2 |
1:45 |
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| Document List |
Discusses the document list and Creating a new Template |
2.3 |
2:58 |
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| Letters |
Discusses how to write a letter to a single client. |
5.8 |
8:36 |
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| Using Digital signatures |
A description of how to use digital Signatures |
3.5 |
4:28 |
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| Custom Merge Source |
How to use the custom merge source |
4.0 |
5:19 |
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| Letter Wizard |
How to use the letter wizard to create form letters. |
9.1 |
11:56 |
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| Global Email Wizard |
This runs thru Global Email wizard including Addressing, merging, sending, and history. |
4.0 |
6:11 |
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| Signatures in Email |
This explains how to use a digital signature in your emails. |
1.1 |
1:48 |
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| List Data Maintenance |
An overview of the List Data Maintenance form |
2.5 |
3:47 |
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| Rule Builder |
An overview of the rule builder. Discuss how to build and use rules. |
5.8 |
6:35 |
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| Action Rule Builder |
An overview of the Action rule builder. Discuss how to build and use rules. |
1.4 |
2:01 |
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| Local Options |
An overview of the Local options tab on the System Options form |
8.0 |
11:15 |
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| Global Options |
An overview of the Global options tab on the System Options form |
7.7 |
10:22 |
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| Users |
Discuss how the users form maintains access to the system. |
2.8 |
4:09 |
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| Report Wizard |
A discussion of the Report Wizard and its capabilities |
4.7 |
5:18 |
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| Action Report Wizard |
This is for Action Report Wizard |
3.6 |
4:23 |
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| Action Dashboard |
This shows the action dashboard and how to use it. |
2.0 |
2:28 |
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| Spreadsheet Import |
Overview of the spreadsheet import tool. This tool is used to import lists of clients from excel spreadsheets. |
6.3 |
8:33 |
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| Outlook Email Overview |
A discussion about the 3 outlook email handling options |
4.5 |
8:59 |
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| Junxure Email Handling |
This is for Junxure Email Handling |
3.4 |
3:56 |
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| Outlook Email Handling |
This is for Outlook Email Handling |
4.8 |
6:08 |
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| Outlook Sync and Export |
A discussion of the differences between outlook Export and Outlook Sync |
5.0 |
6:07 |
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| Profile Tool |
Demonstrates how to use the profile tool to update classifications, keywords, interests, custodians, advisor 1, advisor2, and CSR on a global basis. |
3.1 |
3:57 |
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| Asset Price Update |
Demonstrates how to use the Asset price update. |
3.9 |
3:52 |
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| Folders |
An explanation and demonstration of the Build folders and what it affects. |
5.5 |
6:37 |
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| User Rights |
A description of User Rights and Employee Groups |
3.3 |
3:49 |
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| Backing Up Junxure |
A discussion of Backing up Junxure |
7.7 |
10:42 |
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| Sql From Forum |
How to use a SQL snippet from the forum |
1.4 |
2:04 |
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| Overview |
Overview of the custom database |
5.5 |
7:03 |
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| Custom Queries |
How to create a custom query |
9.7 |
13:12 |
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| Portfolio center Batches |
How to run the portfolio center batch reports to use with Junxure |
10.5 |
11:29 |
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| Using the client list |
How to maintain and setup clients |
16.3 |
19:31 |
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| Website Options |
How to setup your options for the website options |
8.8 |
10:55 |
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| Website Wizard |
How to use the wizard to upload your website |
7.9 |
10:00 |
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| Batch History |
How to use the batch history feature |
7.4 |
8:34 |
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| Integrating ClientView |
How to integrate ClientView with an existing website. |
3.1 |
3:04 |
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