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.

Changing these options is easy, but should be approached with caution and consensus within your office. Establish guidelines on who and when these lists can be changed in order to decrease multiple entries across different categories or similar entries with slightly different wording (for example, Vice President-Marketing, VP Marketing, Marketing Vice President).

To create copy of a list or lists for review, the Print Cheatsheets button will create a basic report. See List Data Maintenance: Cheatsheets for more information.

To access List Data Maintenance, go to System Setup > List Data Maintenance > Opportunities.

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.

Overwriting any item in List Data Maintenance will update it on the drop-down lists, but will NOT change the data for any contact that currently holds that item. To change existing data currently attributed to contacts in the database, use the Profile Tool or manually update by running a Rule to locate all contacts with that data point, then adjusting individually.

See Opportunities Tab for more information about this field Chooser. Here you can add:

• Industries (such as the medical or legal fields)
  
• Offices (if you have multiple offices)
  
• Providers (opportunities for specific firms)
  
• Status (Such as Pending, Processing)
  
• Types (Such as New Client, Inheritance, Legal Settlements, Retirement Plans)
  

When creating Rules, the lists will only show selections that have actually been used in your opportunities, not the entire list created here.