List Data Maintenance: Accounts
One of the most powerful tools in the Junxure setup is List Data Maintenance. This tool enables you to customize almost all of the drop-down menus in Junxure, making them efficient and specific to your practice.
To access List Data Maintenance through the Main Menus, go to System Setup > System Setup > List Data Maintenance. The center column provides categories for all of the List Data Maintenance options available.
You can pre-set RMD factors in List Data Maintenance so that the RMD factor can be selected from a drop-down list. The factors chart comes from the IRS.
To add items to any list, begin typing at the first blank line indicated with an *. To delete, right-click on the box to the left of the column and choose Delete or press the Delete button on your keyboard.
To see this information on a Contact Record, go to that contact's Accounts/Assets > Accounts tab and click RMD Information.
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