Junxure Knowledge Base

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INTERFACES: PortfolioCenter Import Wizard -PCIW -field mapping

8/31/2010
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These screenshots are also availiable from within the interface on the "Select Import Items" screen Accounts Asset Field Mapping

CUSTOM: Using the Custom Button from 8.7 Code

8/3/2010
133 views

There is a new feature in Junxure 8.7 Code and above. It allows you to launch custom applications and web pages, and to include information about the current contact in that argument.FIELDSThere are 7 Fields that you can use to launch a program or web page. Menu The only allowable entry at this time is "CLIENTS" and it will be used to identify what form to load this menu. At

SPREADSHEET IMPORT: Spreadsheet Import Tool error- "Error OleDb: The Microsoft Jet database engine could not find the object "Filename$". Make sure the object exists and that your spell its name and the path name correctly."

7/15/2010
137 views

Tool error- "Error OleDb: The Microsoft Jet database engine could not find the object "Filename$". Make sure the object exists and that your spell its name and the path name correctly." Symptom:A Junxure users attempts to load a spreadsheet into the tool using File > Load Spreadsheet "Error OleDb: The Microsoft Jet database engine could not find the object

CLIENTVIEW: PortfolioCenter Presentation Reports

6/28/2010
227 views

PortfolioCenter Presentation Report Batches PortfolioCenter introduced Presentation reports in version 5.0.50.8. Beginning in version 3.2010.0628.5412 you can use the PortfolioCenter Presentation reports just like you currently use the PortfolioCenter eReports. This article explains how to generate and use the PortfolioCenter Presentation.

DOCUMENTS: Scan Document Button Does Nothing On Vista / Windows 7

6/28/2010
179 views

If you click the Scan Document button below on Windows Vista and you don't get a response, this is because it is being blocked by UAC.You must navigate to your local install folder (default is C:\Junxure\CodeDN\) and run JobSetup.exe manually to install Junxure One Button Scanning

Most Accessed Articles

INSTALLATION: How to Install or Upgrade Junxure 8 on a Workstation

4/26/2010
654 views

Use the following instructions to install or upgrade Junxure Version 8 on a new workstation. Note: You will follow the installation for Junxure 7 and it will auto-upgrade to Junxure 8 once you login. To Begin:

PROGRAM USE: Junxure Keyboard Shortcuts

3/24/2010
519 views

From the Main Menu of the Program 1- "CTRL -L" will open a "Search for Client" screen defaulting to search by Last Name2- Once on that Screen "CTRL - F" will change the search window to search by First Name3- "CTRL - C" will switch the search window to search by Company On the Client Fo

INTERFACES: MoneyGuidePro Interface Update

3/24/2010
419 views

Situation: Junxure customers who use MoneyGuidePro interface need to download an update to continue using the program. Junxure exports data to MoneyGuidePro via a button located on the contact record under the Financial Planning tab -> tab.

PROGRAM USE: How can I spell check my action notes?

3/29/2010
371 views

You have the ability to spell check the text in any of the three text fields in an action. To use this feature, simply right-click in the text field, and a new menu will appear. The spell check option is at the bottom of the list, as shown below. Keep in mind that you need to spell check each note box individually.

INSTALLATION: How to Install or Upgrade Junxure 7 on a Workstation

4/26/2010
353 views

Use the following instructions to install or upgrade Junxure Version 7 on a new workstation. To Begin: 1.&nbs