New User Basics: Grids, Emails, and Documents
Creating, capturing, and viewing communications between you and your contacts is a critical piece of your business. This content area shows you how to create and manage your email correspondence as well as store and retrieve client documents. Based on your role in the firm we will show you how to tailor your view to make the most out of the information in Junxure.
After reviewing videos in this content area you will know how to:
- customize your views.
- capture, manage, and create emails.
- store and access documents for contacts.
Please allow 1 hour to view the videos in this section.
Most Junxure users spend their days viewing and completing actions that they have been assigned. Let’s make sure the information you’re viewing on your pending actions grid is relevant to you. Using the field chooser in the top left of the pending actions grid, customize the fields that you see on your grid to give you the most helpful information about your pending tasks.
About 70% of most emails that are received from clients are actionable, and should be captured in Junxure. If you use Outlook for email correspondence, identify an email received from a client in your inbox. Using the process you learned in the email videos, manually capture the email into an action in that client’s record in Junxure.
Action Detail Screen: Documents/Emails/Expenses/Goals
Documents Tab On the Documents Tab, you can link an unlimited number of files to an action. These files can be stored on a networked drive or created through Junxure (See Creating Documents and Communications). Often, documents are stored in your ...
New User Basics: Workflow Basics
Applying workflows (called Action Sequences in Junxure) enables your firm to streamline and track your processes and procedures. The result is an efficient workflow protocol for your firm and a consistent service experience for your clients. After ...
Move Incorrectly Assigned Emails
Examples of emails assigned to the incorrect client or action: An attorney sends an email regarding a mutual client, but it is more important to have the email in an action for the client, not the attorney. Note: If a duplicate action should be made, ...
New User Basics: Contact Record
Contact Records - when set up properly in Junxure - can help increase your firm’s efficiency by giving you a centralized location for storing and retrieving accurate contact information. After reviewing videos in this content area you will know how ...
New User Basics: Actions
Actions capture all of the activities within your firm including all client communications and interactions. Capturing actions correctly and completely in Junxure enables you to create a historical record that is accessible to everyone in the office. ...