Related Articles
Move Incorrectly Assigned Emails
Examples of emails assigned to the incorrect client or action: An attorney sends an email regarding a mutual client, but it is more important to have the email in an action for the client, not the attorney. Note: If a duplicate action should be made, ...
Junxure Data Connector Server Upgrade
Users of Junxure Desktop features that rely on the Junxure Data Connector (JDC) prior to 3/9/2021 must update the WF configuration file to accommodate a Junxure Server upgrade. Note: The JDC is used for Client View Live, Junxure Mobile, and Junxure ...
Junxure Desktop System Requirements
SERVER MINIMUM REQUIREMENTS Fewer than 10 Users Processor: Dual-core or higher SQL Server: Junxure installs SQL Express 2016 R2 for the Junxure database (10GB limit) Operating System: Server 2008, Server 2012, Windows 7 Pro, Windows 8.1 Pro (32 bit ...
Moving or Copying Actions
Open the action you would like to copy, click Move/Copy to Another Client. Choose Copy, select the Client you would like to copy it to, then click Copy. This will copy the action to the new client record.
Backup Warning
If your firm is seeing a backup warning, the SQL database is not registering a backup within the last 24 hours (or longer). If your IT is managing the SQL database backups, reach out to them immediately to perform a backup. If your firm is using the ...