Our video library is intended to supplement your overall Junxure training and is just one of the many training options available to you.

These short, on-demand videos are designed to help you learn more about many of the common features in Junxure Desktop and ClientView Live.

Actions

• Action Classifiers: Learn how to classify your Actions (3:54).
  
• Action Detail in the Action Tab: Review the Add an Action window (11:43).
  
• Action Queue Setup: How to create Action queues (2:53).
  
• Action Searching: Quickly search for Actions (6:52).
  
• Action Sequence Overview: An overview of Action sequences (8:05).
  
• Creating a New Action Sequence: How to create new Action sequences (9:29).
  
• Working with Action Sequences: Use sequences within contact records (7:08).
  
• Action Templates: Create time-saving Action Templates to pre-fill actions (7:38).
  
• Actions Dashboard: Keep track of Pending Actions across the office (3:23).
  
• Actions Tab Overview: Learn more about the Actions tab (4:42).
  
• Add an Action: Create and add Actions (3:54).
  
• Alerts and FYIs: How alerts and FYI's boost office communication (10:53).
  
• Deliverables: Add existing deliverables to a contact record (4:54).
  
• Completing a Deliverable Action: How to complete a deliverable action (3:58).
  
• Fulfilling a Deliverable Before Due: Fulfill a deliverable before it is due (3:09).
  
• Deliverables Setup: Set up Deliverables - tasks based on a time frame (3:30).
  
• Managing Action Queues: How to manage Action queues (2:27).
  
• Multi-Part Actions: How to manage Actions with multiple steps (12:24).
  
• Notes Library: Save text to the notes library, accessible from an Action (3:17).
  
• Recurring Actions: Learn about recurring actions including setup (12:35).
  
• Recurring Action Sequences:Create Recurring Action Sequences (6:21).
  

Contact Record

• Add a New Contact Record: Learn how to add a new Contact Record (10:36).
  
• Add an Entity Record: Enter entity records for trusts or other entities (3:20).
  
• Agenda Report: Description of the Agenda Report and interface (3:47).
  
• Associates Tab: Describes Associates and Informational contacts (7:30).
  
• Classifications and Keywords: Learn how to classify your contacts (4:42).
  
• Client Dashboard: Overview of the Client Dashboard (4:23).
  
• Contact Record Report: How to use the Reports icon in contact record (4:32).
  
• Favorites: Favorites tab overview (2:15).
  
• History Report: Description of the History Report (2:41).
  
• Icons at Top of Contact Record: Learn about icons in a Contact Record (4:51).
  
• Convert Contact to an Entity: Convert a contact to an Entity contact (12:24).
  
• Contact Info Tab Overview: Learn more about the Contact Info tab (11:29).
  
• Contact Record Overview: Learn more about Contact Records (4:56).
  
• Personal Info Tab Overview: Learn more about the Personal Info tab (6:45).
  
• Profile Tab Overview: Learn more about the Profile tab (4:42).
  
• Referrals: Enter and track referrals in the system (3:16).
  
• Searching for Contacts: Search for your contacts in the People Menu (7:44).
  

Financial Information and Goals

• Accounts Tab: Overview of the Accounts tab (10:18).
  
• Assets Tab: Overview of the Assets tab (8:33).
  
• Business Metrics Dashboard Overview: Learn more about metrics (10:02).
  
• Cash Flow Tab: Overview of the Cash Flow tab (1:10).
  
• Estate Tab: Overview of the Estate tab, including Gifting (2:44).
  
• FMA Tab: Overview of the FMA tab (10:01).
  
• Client Goals: Overview of the Goals tab (3:29).
  
• Insurance Tab: Overview of the Insurance tab (10:40).
  
• Multi-Custom Fields: Create custom fields in the Accounts sub-tab (3:55).
  
• RMD Reporting: Run RMD reports for one or more contacts (5:41).
  
• RMD Tab Overview: Overview of RMD tab, including RMD account info fields (4:00).
  
• RMDs: Adding a New Year: Add RMD account info for a particular year (7:34).
  
• Taxes and Suitability: Overview of Taxes and Suitability, including archiving prior years (1:22).
  
• Using the PortfolioCenter Import Wizard: Overview of the PCI Wizard (9:32).
  
• Using the Junxure Asset Import Wizard: Overview of the the JAI Wizard (7:52).
  

Email

• Create Individual Email: Send emails from Junxure using Outlook (11:52).
  
• Email Handling Setup: Enable Junxure integration with Outlook email (5:00).
  
• Email Templates: Create and save reusable Email Templates (10:54).
  
• Global Email Wizard: Merging, sending, and history of global emails (13:36).
  
• Manage Emails: Import emails from Outlook and manage Junxure actions (17:13).
  

Letters and Documents

• Document Templates: Document List overview and how to create Templates (6:21).
  
• Global Letter/Envelope Wizard: Send letters to a group of contacts (10:27).
  
• Individual Letters: Draft letters from Junxure using Microsoft Word (10:19).
  
• Label or Envelope Document Templates: Create label or envelope templates (4:50).
  
• Creating a Single Label or Envelope: Create and print a single label or envelope (2:48).
  
• Creating Multiple Labels or Envelopes: Create and print multiple labels or envelopes (5:32).
  
• Letter History: Reprint lists and review global emails or letters (1:54).
  
• Overview of Documents Tab: Working with documents associated with contact records (4:59).
  
• Using Digital Signatures: A description of how to use Digital Signatures (4:28).
  

Reports & Rule Builders

• Account Report Wizard: Reports from account info in Junxure (2:52).
  
• Account Rule Builder: Group account info together (4:37).
  
• Action Rule Builder: Query Junxure for Actions that meet specific criteria (10:01).
  
• Action Report Wizard: Create reports around Actions (5:36).
  
• Action Sequence Report: Run a report on a group of Action sequences (3:19).
  
• Contact Report Wizard: Create customized reports around contacts (11:10).
  
• Contact Rule Builder: Query Junxure for contacts that meet specific criteria (10:48).
  
• Opportunity Rule Builder: Query Junxure for opportunities (5:49).
  
• Junxure Checkup Report: Run a report to learn how effectively you’re using Junxure (4:06).
  

Setup & Maintenance

• Asset Price Update: Use the Asset Price Update feature (3:52).
  
• Build File Folders: Create contact file folders accessible from Documents tab (4:14).
  
• Create New Users: Learn how to add new users (5:46).
  
• Employee Groups: Used for FYI alerts, calendar items, and user permissions (2:17).
  
• Grid Basics: Learn how grids work to organize and sort data in Junxure (11:07).
  
• Junxure Upgrade Wizard: Learn how to upgrade Junxure (5:46).
  
• List Data Maintenance: Learn how to edit drop-down lists in Junxure (4:25).
  
• Log In/Sign In Options: How to change how you log in to Junxure (1:59).
  
• Outlook Calendar Setup: Set up Junxure to interact with Outlook calendar (1:46).
  
• Profile Tool: Update classifications, keywords, interests, etc., on a global basis (8:05).
  
• Spreadsheet Import Tool: Import contact info into new Junxure records (9:20).
  
• User Fields: Create customized and reportable fields in contact records (4:53).
  

Other

• Junxure Startup Screen: Overview of startup screen (7:56).
  
• Junxure Mobile/Web: Enable Junxure Mobile/Web (4:48).
  
• Adding an Opportunity: Add opportunities to a contact record (5:12).
  
• Linking Opportunities: Link opportunities to Actions (5:00).
  
• Opportunity Fields: Determine which fields work best for you (8:07).
  
• Opportunity Report Wizard: Create opportunity reports (4:49).
  
• Outlook Appointments: Manage Outlook appointments from Junxure (9:23).
  
• Worlddox: Describes how Junxure interacts with Worlddox (4:00).
  
• Multi-Custom Fields: Create fields for accounts, insurance, and opportunities (6:50).
  

ClientView Live

• ClientView Live Overview: How to enhance your client service (8:06).
  
• ClientView Live Initial Setup: Initial setup for ClientView Live (10:02).
  
• ClientView Live PortfolioCenter Setup: Steps to process batch reports (8:48).
  
• ClientView Live PortfolioCenter Report Wizard: Upload batch reports to websites (14:25).
  
• ClientView Live Task Wizard: Documents: Add/remove documents (6:04).
  
• ClientView Live Task Wizard: Live Reports: Add/remove live reports (5:20).
  
• ClientView Live Task Wizard: Online Access: Enable or disable online access (6:10).
  
• ClientView Live Web Groups and Web Accounts: Improve report displays (12:11).
  
• ClientView Live Web Group and Web Account Options: Set up options (5:06).
  
• ClientView Live Client Experience: A client’s perspective (10:19).
  
• ClientView Live Client Tasks: Manage data on client’s sites (9:28).
  
• ClientView Live Mini Masters: Set up users as “Mini Masters” (7:05).
  
• ClientView Live Audit Reports: Review audit reports (5:29).
  
• ClientView Live Portfolio Report Tasks: Remove reports from view (4:39).
  
• ClientView Live Client Tasks in Junxure: Manage data in your clients' view (12:04).
  
• ClientView Live dbCAMS Setup: Setup to process batch reports (7:53).
  
• ClientView Live Web Actions: Used in ClientView Live and Junxure (13:44).
  
• ClientView Live Web Actions Setup: Web Actions overview (9:11).
  
• ClientView Live Working with Passwords: Manage passwords and security (8:16).
  
• ClientView Live Menu Tab Customizations: Hide menu tabs (10:55).
  
• ClientView Live Announcements and News Settings: Customize settings (10:42).
  
• ClientView Live Accounts and Insurance Tab Settings: Customize settings (6:37).
  
• ClientView Live Additional Site Settings: Customizations for your site(13:20).