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CLASSES for the NEW OFFICE or NEW EMPLOYEE

ON-GOING EDUCATION CLASSES


We offer several options for Web-Based training. Whether you are a current Junxure user and would like to enhance your efficiency with Junxure, or brand new to Junxure, we have a class for you.

If you are new to Junxure, we offer a series of classes that are designed to get you up and running with Junxure:  The Junxure Basics Web Series includes web classes designed both for those who will be responsible for the set-up and maintenance of the Junxure system, and those who will be interacting with Junxure on a daily basis. 

Our On-Going Education Classes are designed for those who are already proficient with the basic features in Junxure and would like to bring their knowledge to the next level.

All Web-based training classes are presented live by an experienced trainer. Your office will gather at a computer to watch Junxure in action as the trainer provides you step-by-step instruction via the Internet and a conference call. The phones are left open the entire time, so you can ask questions whenever you'd like. There will be several offices participating in each training class simultaneously, so you will be able to hear all questions and answers during each class.

Click here for web class pricing packages.


Junxure Basics Web Series:

Junxure offers a series of online classes to help your office get up to speed with Junxure basics quickly and efficiently. The series includes classes both specific to the key person(s) in your firm as well as classes that provide firm-wide (including the key person) instruction.

The Key Person(s) web-based classes are designed for those in your office who are responsible for setting up the program, getting it ready for the rest of the firm to use day-to-day. The Key Person(s) will also be responsible for ongoing database maintenance, advanced reporting, and is often the go-to-person(s) in the office.

The Firm-Wide web-based classes are designed for the entire firm (including the Key Person) to learn how Junxure will fit into your day-to-day workflow. You will learn how to enter and find data, track your workflow, run basic reports, and create letters and emails, etc.  The series of firm-wide classes is a perfect solution to train your new employees.

We recommend that Junxure be installed prior to your first class and that each participant spend some time familiarizing themselves with some of the basic views in the system. 

 

Junxure Basics Class Descriptions

Class
Who Should Attend
Title
Details
Class 1

Firm-Wide (including Key Person)

 

Introduction to Junxure
  • Searching for Contacts
  • Overview of Contact Record (Contact Info, Personal Info, Profile, Associates, Dashboard)
  • Adding a New Contact
  • Help Resources
Class 2
Key Person
Setting Up Junxure
  • Population Strategy (spreadsheet import tool)
  • User Set-up
  • Set-up User Rights
  • Employee Groups
  • List Data Maintenance
  • System Options
Class 3

Firm-Wide (including Key Person)

 

Actions Basics
  • Action Tab Overview
  • Action Detail Window
  • Adding an Action
  • Alerts & FYIs
  • Managing Grids
  • Pending Actions
  • Searching for Actions
Class 4 Firm-Wide (including Key Person) Reporting Basics
  • Rules
  • Prebuilt Reports
  • Contact Reports Wizard
  • Contact Tab Reports
Class 5 Key Person Junxure/Outlook Integration Set-Up
  • Outlook Set-up
  • Email Set-up
  • E-mail Action Templates
  • Build File Folders
  • Profile Tool
Class 6 Firm-Wide (including Key Person) Outlook Calendar & Email Handling
  • Outlook Calendar Integration
  • Managing Email
  • Sending Individual Emails
  • Email Templates
  • Global Email Wizard
Class 7 Firm-Wide (including Key Person) Correspondence & Document Storage
  • Document Storage
  • Document Templates
  • Sending Individual Letters
  • Printing Envelopes & Labels
  • Letter/Envelope Wizard
Class 8 Firm-Wide (including Key Person)

Advanced Actions

 

  • Recurring Actions
  • Action Templates
  • Action Sequences
  • Advanced Tips for Working with Actions
Class 9 Key Person Advanced Reporting
  • Actions Dashboard
  • Employee Reports
  • Actions Rules Builder
  • Action Report Wizard
Class 10 Key Person

Staying on Track

 

  • Upgrades
  • Junxure Check-up
  • Using/Creating Data Summary/Check Reports
  • Ongoing/New Employee Training Options

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On-Going Education Classes:

We have developed a number of classes for the experienced Junxure office in order to answer some of the commonly asked questions we receive. These classes cover topics that will quickly make a difference in your office’s ability to handle important tasks in an efficient manner. On–going education classes are offered on a variable schedule and not all topics are covered each month.

Topics Include:

  • Advanced Reporting
  • The Accounts/Assets Tab (2 part series)
  • Actions Reporting
  • Business Analysis
  • Effective Communications (2 part series)
  • Junxure & Microsoft® Outlook
  • Managing Workflow for Higher Efficiency
  • Mining Your Database
  • RMD Tracking
  • Seminar & Event Planning
  • Scheduling & Tracking Meetings
  • Tracking New Prospects & Business (2 part series)

These classes are not for new users of Junxure; they are additional topics designed for the office with basic proficiency with the Junxure program. All classes are between one hour and one and a half hours long. If you would like to discuss which class is right is for you or to learn more details, please do not hesitate to call our training department at 1–866–586–9873, Option 5.



PRICING PACKAGES:

Pricing Packages for All Classes*

Any 10 classes:

$1,000

Any 6 classes:

$750

Any 1 class:

$150

For your convenience, we accept Visa, MasterCard and American Express. You may also pay by check.

*The prices referenced are for one connection via the internet to the live WebEx training presentation and one call-in to the teleconference. Each additional connection is $25 per class per connection.

If you have questions about registering for these classes, please do not hesitate to call our billing department at
1–866–586–9873, Option 3.



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