Reports List: Global Associates Report
The Global Associates Report provides a list showing all contacts with connections listed on the Associates Tab. Associates are contacts associated with other contacts, including friends, family and business connections.
Choose Global Associates Report from the Reports > Reports List > Global menu. This will launch the Global Associates Report window.
The categories of associates appear in the left hand column. Choose one of these categories to see corresponding associates in the screen to the right. To further filter results, you may use a rule by selecting a Rule Category and a Contact Rule Number.
Click View Results to update the grid. You may also print your report by selecting Print.
Reports List: Global Beneficiary Report
The Global Beneficiary report shows all beneficiaries on accounts listed in Junxure. This report is pulled from accounts set up on the Accounts/Assets Tab. Choose Global Beneficiary Report from the Reports > Reports List > Financial menu. This will ...
Reports List: Global Insurance Report
The Global Insurance Report allows you to report information about all insurance listings for a single client, or for a group of clients by Rule. Insurance details such as Type, Company Name, Owner, Insured, Beneficiary, and Policy Details are ...
Reports: Associates Report
The Associates Report lists all associates of clients. Associates are those connected to the contact such as friends, business partners, or family members that currently have a Junxure record. Associates must have ClientView Live checked in ...
Reports List: Global Stock Options
The Global Stock Options report provides an overview of all assets marked as stock options on the Assets/Accounts Tab. Choose Global Stock Options from the Reports > Reports List > Global menu. This will launch the Global Stock Options window. To run ...
Existing Action Sequences
Use the Existing Action Sequences Report to search for global Action Sequences in Junxure. To search Action Sequences for an individual contact, go to the Contact's Actions Tab. See Action Sequences Sub-tab for more information. In Junxure, Action ...