Junxure Home
1-866-JUNXURE (586-9873)

Junxure Educational Video Library
         Training & Services             Educational Video Library        
 
 

Welcome to the Junxure Educational Video Library!  These short on-demand videos are designed to help you learn or review many of the common features and functionality in Junxure.  Our video library is intended to supplement your overall Junxure training and is one of the many training options available to help you access the full potential of the Junxure system.
Educational Video Library  -  Category Menu
Junxure First Steps Actions Contact Record Financial Info & Goals
Email Letters and Documents Reports & Rule Builder Set-up & Maintenance
Other 3rd Party Integrations Junxure Version 6 ClientView Live

For some videos, the interface displayed may not match your specific version, however, the video content is appropriate for versions 6, 7, 8 and 9.

  Junxure First Steps Description
Time
  Link  
  Junxure Video Series for the New User This program includes a series of videos to help you get started with the basic features and functionality in Junxure. 
Click here to view »		 N/A
  Actions Description
Time
Download
Action Classifiers Discover the importance of Action Classifiers 3:54
  Action Detail in the Action Tab   Review the details of the add an Action window 11:43
Action Queue Set-up Learn how to set up Action Queues 2:53
Action Searching Review some of the ways to quickly search for Actions 6:52
  Action Sequences Overview Brief overview of Action Sequences 8:05
  Creating a New Action Sequence Create new Action Sequences 9:29
  Working With Action Sequences Work with Action Sequences in contact records 7:08
  Action Templates Learn how to create time-saving Action Templates to pre-fill action data 7:38
Actions Dashboard Discover how to keep track of Pending Actions across the office 3:23
  Actions Tab Overview A brief overview of what you will find on the Actions Tab 4:42
Add an Action Learn how to add an Action 3:54
  Alerts & FYI's Description of Alerts and FYI's 10:53
Deliverables Adding a Deliverable Add existing deliverables to a contact record 4:54
Deliverables - Completing a Deliverable Action Learn how to complete a deliverable action after it has been created 3:58
  Deliverables - Fulfilling a Deliverable Before Due Learn how to take any action and fulfill a deliverable prior to its due date 3:09
  Deliverables Set-up Learn how to set-up Deliverables which are tasks that occur based on a timeframe not tied to a specific to a date 3:30
  Managing Action Queues Understand how to manage Action Queues 2:27
  Multi-Part Actions Understand how to handle single Actions that have multiple steps 12:24
  Notes Library Describes how to save text to the notes library that you can access from within an action 3:17
  Recurring Actions Learn all about recurring actions and how to set them up 12:35
  Recurring Action Sequences Learn how to create Recurring Action Sequences 6:21
Contact Record Description
Time
Download
  Add a New Contact Record Learn how to add a new Contact Record in the system 10:36
  Add an Entity Record Learn how to enter an entity contact record for companies, trusts or other entities   3:20
  Agenda Report Description of the Agenda Report and interface   3:47
  Associates Tab Discusses Associates and Informational contacts   7:30
  Classifications & Keywords This video provides a better understanding of Classifications and Keywords   4:42
  Client Dashboard Overview of the Client Dashboard   4:23
  Contact Record Report Describes the Reports icon at the top of the contact record 2:44
  Favorites Description of the Favorites Tab   2:15
  History Report Description of the History Report 2:41
  Icons at Top of Contact Record This video explains the icons at the top of the Contact Record 4:51
  Modify Contact to an Entity Learn how to convert a client/spouse contact to an Entity contact 12:24
  Searching for Contacts In the People menu, learn how to search for your contacts in a variety of ways 7:44
  Overview of the Contact Info Tab A brief overview of the Contact Info tab 11:29
  Overview of the Contact Record A brief overview of all the elements in a Contact Record 4:56
  Overview of the Personal Info Tab A brief overview of the Personal Info tab 6:45
  Profile Tab Overview Overview of the Profile Tab 4:42
  Referrals How Referrals are entered and tracked in the system 2:45
  Financial Info and Goals Description
Time
Download
  Accounts Overview General overview of the Accounts Tab and the Global Accounts Tab 7:43
  Assets Description of the Assets Tab 8:33
Business Metrics Dashboard Overview Overview of the Business Metrics Dashboard 10:02
  Cash Flow Description of the Cash Flow Tab   1:10
  Estate Description of the Estate Tab, including Gifting 2:44
  FMA Description of the FMA Tab 10:01
  Goals Description of the Goals Tab 3:29
  Insurance A brief overview of the Insurance Tab 10:40
  Multi-Custom Fields Learn how to create and save Custom Fields in the Accounts Sub Tab 3:55
  RMD Reporting Learn how to run RMD reports for one contact or a group of contacts 5:41
  RMD Tab Overview General overview of the RMD tab including fields to store RMD account information 4:00
  RMDs – Adding a New Year Learn how to add RMD account information for a particular year 7:34
  Taxes and Suitability A description of how to use the Taxes and Suitability tab including archiving prior years 1:22
  Email Description
Time
Download
  Create Individual Email Understand how to send individual emails from within Junxure using Microsoft Outlook 11:52
  Email Handling Set up Learn how to set-up Junxure so it will interface with Microsoft Outlook Email 5:00
  Email Templates Find out how to create and save, time-saving Email Templates that you can use again, and again 10:54
  Global Email Wizard This runs thru the Global Email wizard including Addressing, merging, sending, and history 13:36
  Manage Emails Understand how (from within Microsoft Outlook) to manually bring in emails, and remove or move emails to/from a new action in Junxure 17:13
  Letters and Documents Description
Time
Download
  Document Templates A discussion of the Document List and how to create a new Template 6:21
  Global Letter/Envelope Wizard How to use the Global Letter Wizard to send letters to a group of contacts 10:27
  Individual Letters Discusses how to write a letter to a single client from within Junxure using Microsoft Word 10:19
  Label/Envelope Document Templates Create Templates for Labels and Envelopes 4:50
  Labels and Envelopes - Printing Single Print a single Label or Envelope 2:48
  Labels and Envelopes - Creating Multiple Create multiple Labels or Envelopes 5:32
  Letter History Learn how to re-print recipient lists and review global email and global letter mailings 1:54
  Overview of Documents Tab View, add and edit documents associated with the contact record 4:59
  Using Digital Signatures A description of how to use Digital Signatures 4:28
  Reports and Rule Builder Description
Time
Download
  Account Report Wizard Learn how to create reports revolving around account information entered in Junxure 2:52
  Account Rule Builder Group account information together 4:37
  Action Rule Builder Learn how to query your Junxure database for Actions that meet specific criteria 10:01
  Action Report Wizard Learn how to create reports revolving around Actions 5:36
  Contact Report Wizard Create customized reports revolving around your contacts 11:10
  Contact Rule Builder Learn how to query the database for a specific group of contacts in the system 10:52
  Opportunity Rule Builder Learn how to query your Junxure database for opportunities that meet your specific criteria 5:49
  Junxure Checkup Report Learn how to run a report that will show you how well you are using your Junxure Database 4:06
  Set-up and Maintenance Description
Time
Download
  Asset Price Update Demonstrates how to use the Asset Price Update feature 3:52
  Build File Folders How to create file folders for each of your contacts that will be accessible from the documents tab 4:14
  Create New Users Learn how to add new Junxure Users to the system 5:46
  Employee Groups Learn to set up Employee groups which are used for FYI alerts, calendar items, and user rights/permissions 2:17
  Grid Basics Discover how grids can be customized and filtered to organize and sort any grid in the system 11:07
  Junxure 8 Upgrade Wizard Learn how to use the Junxure Upgrade Wizard 5:46
  List Data Maintenance An overview of the List Data Maintenance to edit or modify drop down lists in the system 4:25
  Login-Sign On Options How to change how you log in to Junxure 1:59
  Outlook Calendar Setup Set up Junxure to interact with your Microsoft Outlook calendar 1:46
  Profile Tool Demonstrates how to use the profile tool to update classifications, keywords, interests, custodians, advisor 1, advisor2, CSR, and record owner on a global basis 8:05
  Spreadsheet Import Tool Describes how to import new contact information into a new record in Junxure for a group of contacts 9:20
  User Fields Demonstrates how to create customized and reportable fields in the contact record 4:53
  Other Description
Time
Download
  Junxure Startup Screen Overview of the Junxure startup screen 7:56
  Junxure Mobile/Web A review of how to enable Junxure Mobile/Web 4:48
  Adding an Opportunity Add opportunities to a contact record 5:12
  Opportunities - Fields This overview of available fields on the Opportunity Tab can help you determine which fields work best for your firm 8:07
  Linking Opportunities Link opportunities to Actions 5:00
  Outlook Appointments Learn how to make appointments in Microsoft Outlook from within Junxure or import appointments from Microsoft Outlook into Junxure 9:23
  Multi Custom Fields Create Custom Fields for Accounts, Insurance, and Opportunities 6:50
  ClientView Live Description
Time
Download
  ClientView Live Overview Brief overview of how ClientView Live can enhance your client service. 8:06
  ClientView Live Initial Set–up Review the initial set–up for ClientView Live. 10:02
  ClientView Live PortfolioCenter® Set–up PortfolioCenter® users: learn about the additional set–up necessary to process batch reports. 8:48
  ClientView Live Portfolio Report Wizard PortfolioCenter® or dbCAMS users: Learn how to upload your batch reports to your Client’s ClientView Live sites. 14:25
  ClientView Live Task Wizard: Documents Learn how to use the ClientView Live Task Wizard to add or remove documents to the document vault for a selected group of clients. 6:04
  ClientView Live Task Wizard: Live Reports Learn how to use the ClientView Live Task Wizard to add or remove live reports for a selected group of clients. 5:20
  ClientView Live Task Wizard: Online Access Learn how to use the ClientView Live Task Wizard to enable or disable online access for a selected group of clients. 6:10
  ClientView Live Web Groups and Web Accounts PortfolioCenter® or dbCAMS users: Learn how to enable web groups or web accounts to improve how batch reports are viewed on the Portfolio Report tab. 12:11
  ClientView Live Web Group and Web Account Options Learn about the various set-up options for Web Group and Web Accounts and the resulting website views. Appropriate for PortfolioCenter® and dbCAMS users along with the Portfolio Report Wizard. 5:06
  ClientView Live Client Experience Experience ClientView Live from a client’s perspective. 10:19
  ClientView Live Client Tasks Learn how to manage files, documents and reports using the Client Tasks menu, an excellent tool that manages client access and the data that your clients see on the ClientView Live portal. 9:28
  ClientView Live Mini Masters Learn how to set–up a ClientView Live user as a “Mini Master,” which enables user access to their Junxure associates’ ClientView Live sites. 7:05
  ClientView Live Audit Reports Review the various audit reports that are accessible from the ClientView Live Set–up Program. 5:29
  ClientView Live Portfolio Report Tasks Use the Portfolio Report Tasks feature to remove individual or multiple reports from the website view as well as edit post dates, or view Reports posted on the website. 4:39
  ClientView Live Client Tasks in Junxure Learn how to manage files, documents, and reports using the Client Tasks menu in Junxure. This tool manages client access and the data that your clients see on the ClientView Live portal. 12:04
  ClientView Live dbCAMS Setup dbCAMS users: Learn about the additional setup necessary to process batch reports. 7:53
  ClientView Live Web Actions Reviews how to use Web Actions in both the ClientView Live portal and from within Junxure. 13:44
  ClientView Live Web Actions Setup Learn basic information about Web Actions including how to set up your system. 9:11
  ClientView Live Working with Passwords Learn how to manage passwords and password security requirements for ClientView Live. 8:16
  ClientView Live Menu Tab Customizations Learn how to hide menu tabs on a global basis or on a client by client basis on the home page. 10:55
  ClientView Live Announcements and News Settings Learn how to add newsfeeds, external links, and announcements on the client portal home page. 10:42
  ClientView Live Accounts and Insurance Tab Settings Learn how to customize the Account tab and the Insurance tab on the home page. 6:37
  ClientView Live Additional Site Settings Using the Site Settings, learn how to make additional customizations for your ClientView Live website. Topics covered include: Contact Info, Document Vault and Portfolio tab settings, text settings, user history, and themes and logos. 13:20
  3rd Party Integrations Description
Time
Download
  Worlddox Describes how Junxure interacts with Worlddox 4:00
  Junxure Version 6 Description
Time
Link
  Version 6 Video Library Access to Entire Version 6 Educational Video Library N/A

Top

Blurry or Pixilated Images?

The videos are recorded at a resolution of 1024 x 768. If they appear blurry or pixilated, you should try to open them full screen. You can go to full screen by right clicking on the video image, and selecting full screen.

Video will not Display?

The Junxure Training videos are recorded in Microsoft's WMV format.  If you are having trouble viewing the videos you should first ensure that you have the Microsoft Windows Media Player installed and secondly try downloading the player directly from Microsoft. If you still cannot view the video, you should try another computer.

Top