Searching for Junxure Support Number information? Find all needed info by using official links provided below.
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https://desktopsupport.junxure.com/portal/kb/articles/3006000012
For your convenience, Junxure calculates the number of years married just to the right of the date entry box. Residence/Spouse Residence: State of primary residence for the contact and spouse. Binder Type and Date: Use Binders to track report packages or recurring …
https://desktopsupport.junxure.com/portal/kb/articles/3014000029
The Account Number Import interface matches account numbers from Portfolio Management Systems with Contact Records in Junxure. This interface helps to simplify the manual process of matching data from different systems and storing this information in Junxure.
https://desktopsupport.junxure.com/portal/kb/articles/3006000010
In Junxure, go to System Setup > List Data Maintenance > Contact Info Tab. Double-click Default Scoring Attributes in the right column. The Build Client Attributes window appears. To add a new criteria, enter the types of attributes such as total assets, the number of referrals, wealth managed, etc. in the first row indicated by the * asterisk ...
https://support.junxure.com/portal/kb/articles/2009000001
Since Actions accomplish a number of purposes in Junxure, there are also a number of ways to view Actions in order to serve each use. Becoming familiar with the viewing options will allow you to tailor your experience to best suit the needs of your role. Actions Workspace: All Actions
https://info.junxure.com/demo-request
Watch a Recorded Junxure Demo With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. And that's just …
https://desktopsupport.junxure.com/portal/kb/articles/3017000009
In most cases this will be the name of your server and then Junxure. For instance if the server was named FinancialServer it would be "FinancialServer\Junxure". Some offices may have a slightly different configuration. If you are not sure, consult your IT Pro or System Administrator. Junxure Tech Support can also get this information for you.
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