Junxure 9.2 version 9.2012.0315.1024 released 3/23/2012
Junxure 9.2 maintenance update
- Junxure Upgrade Installer- Backup Timeout Extended
- Junxure Recurring Actions- Drop Down Menus Report Correctly
Previous Versions
Junxure 9.2 version 9.2012.0307.1933 released 3/9/2012
Added
Various issues Fixed in the following areas of the program
- Contact Rule Builder
- Account Rule Builder
- Opportunity Rule Builder
- Contact Information Form
- Letter Envelope Wizard
- PreciseFP Interface
- Junxure Upgrade Process
- Adding Profile Keywords to Junxure
- DoNotCall Feature
- Spreadsheet Import Tool
- Ability to use "Ctrl C" In Junxure
- Letter History
- Perform Backup
- RMD Tool
- Account Report Wizard
- The Rename Template Option
- Opportunity Report Wizard
- Junxure Logo
- Document Templates
- Search For A Client
- Global Options
- Spellcheck Options
- Business Metrics Dashboard
- Unassigned Account Report
- Actions with Missing Times
- Print My Pending Actions
- Account Number Import
- Taxes and Suitability
- Profile Tax Bracket
- Personal Information Screen
- Action sequence
- Update Outlook Option
- Linked Actions
- Discretionary Field Data
- Zip Code Lookup
- List Data Maintenance
- Contact Report Wizard
- Reassign Actions Tool
- Grids
- Junxure Actions with Email Addresses
- Estate Planning Documents
- Junxure Client folder in Windows
- Last 20 Contacts
- Backup Warning Issues
- Assigning Deliverables
- Document Checks Tool
- Contact Goals
- Insurance SubTab of a Action
- Duplicate Actions in Junxure
- PortfolioCenter Import Wizard- Missing accounts screen
- Junxure Asset Import Wizard- Missing accounts screen
Previous Versions
