Search Contacts by Profile
The People List feature has several categories to help you search for contacts.
Under the By Profile section, you may filter your clients by Classifications, Keywords, Interests, or Company.
Choosing any of the options above will produce a secondary column that lists corresponding Classifications, Keywords, Interests, or Companies alphabetically. You may further filter your contacts using this column.
In this example, Contacts were filtered by Classification and then Client.
Highlight a contact name in the grid to populate the bottom left section of the screen with a quick view of the contact. Double click the contact in the grid to open that contact record.
Search Contacts Using Super Search
The Super Search feature enables you to search for contacts by matching across many of the contact data fields. Click on the Super Search option in the left column to access a screen similar to that shown below. Scroll down the list to the ...
Profile Tab: Keywords vs. Classifications
Keywords and classifications are used to help profile your contacts, which then allows you to run queries of your database. One of the most powerful features in Junxure is the ability to sort and group contacts through the use of Rules, (See Rules ...
Managing Contacts: Finding Contacts
There are several ways to search for contact records within Junxure. In this topic, we will show you how to search for your contacts using: Main Menu of Junxure People Menu Last 20 Contacts Feature View Client Feature Contact Tab Toolbar Main Menu of ...
The Profile tab in Junxure stores client information that is helpful for classifying your contacts, data mining and for keeping track of other records such as the contract date and assigned advisor. Using Classifications, Keywords, and Interests to ...
Managing Contacts: Deleting Contacts
Junxure enables you to delete contacts individually or in groups. Review your Compliance Reporting rules before deleting any data from your Junxure database. Some contacts may need to be put in an "Inactive" status in your database through ...