List Data Maintenance helps to customize Junxure to fit your individual practice needs. A majority of the lists accessed through drop-down menus throughout Junxure can only be edited through List Data Maintenance. Use the categories in the center column filters lists for quick retrieval. The far right column describes each list, accessed by double clicking on the appropriate name.

To Access List Data Maintenance System Setup > List Data Maintenance.

Watch the Video:

List Data Maintenance Overview

Click on a link for more information on each category:

• Accounts: contains RMD Factors.
  
• Actions: contains lists for action sequence categories, action types, action sub-types, action priorities, meeting codes, process names, and appointment locations.
  
• Assets: contains asset focused lists such as account types, asset names, asset classes, custodians, asset categories, portfolio model names, investment types, master account number, and account status.
  
• Contact Info: contains contact details such as salutations, client types, client titles, occupations, preferred communication methods, wealth codes, referral sources, associate types, default scoring attributes, tax filing status, favorites questions, and binder types.
  
• FMA: contains areas to be reviewed on the FMA tab such as default scoring list, and FMA/WMA report titles.
  
• Insurance: contains beneficiary/owner/insured list, insurance plan types, insurance company names, and insurance status.
  
• Opportunities: contains lists related to opportunity providers, statuses, types, offices, and industries.
  
• Profile: contains profile details such as investment objectives, investment experience, liquid net worth scale, expense types for cash flow, and IRA distribution methods, etc.
  
• Program Setup: handles lists that occur across Junxure such as the document categories, rule categories, client folder types, document checks, list of states, city names, employee calendar order, and client field messages.
  
• Rules: contains categories for rules.