Giving a ClientView Live User Mini Master Status For Another User
The first step in making a Client View User a mini-master is to make sure that the Junxure Record for the mini-master is listed as an Associate of the Junxure Record for the person for whom they will see the ClientView information. Once the ...
System Setup: ClientView Live Setup
There are two ClientView Setup options that perform different functions in Junxure and ClientView Live. See below for information on using this feature: From Junxure From ClientView Live Desktop From Junxure The ClientView Setup option launches the ...
New User Advanced: Database Setup
As a Key Person, you will be responsible for setting up your Junxure database for use by everyone in your firm, which includes customizing parts of the database to best meet your firm's specific needs. After reviewing videos in this content area you ...
New User Advanced: Workflow Setup
Junxure's advanced action features allow you to systematize your workflows, saving you time and improving office efficiency by ensuring that tasks are completed and contacts are managed properly. After reviewing videos in this content area you will ...
Set Up User Rights
Use the Setup User Rights tool to determine which users in your firm (categorized in Employee Groups) have rights to edit fields and tabs in Junxure. Go to System Setup > Setup Users Rights. Choose a category from the center column to filter the list ...