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.
Creating a Manual Database Backup
The instructions here show how to perform a backup for the Junxure Desktop Database. Login To perform a backup, you must login to the server as the database owner. This is usually the domain administrator. If you need to determine the database owner ...