Junxure Desktop Upcoming Training Calendar
The Junxure Consulting and Training team offers regular opportunities to enrich and expand your knowledge and use of Junxure Desktop. Below is a list of the upcoming classes offered. Click the links to register. For overall supplemental education ...
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 ...
Junxure Desktop Main Menu
The Junxure Main Menu appears when you first log into Junxure. This screen enables you to navigate all critical operations, reports, and functions. The Top Menu includes options for: A drop-down View Menu, which includes Business Metrics Dashboard, ...
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 ...
Transitioning from Junxure Desktop: Before You Upgrade Checklist
By combining leading-edge technology with our advisor-focused DNA, AdvisorEngine CRM is designed to enhance the way you do business now and in the future. To prepare for your upgrade, it is important that your current Junxure data is ready for the ...