Though Junxure includes many areas to store data, that does not mean everything your firm needs is automatically included. However, you may expand what data you store in Junxure through the use of user defined fields.
To access the user defined fields setup, navigate to Settings and click
User defined fields occur in six different areas of Junxure, as shown by the blue tab bar across the top of the section. Select the area you wish to edit.
To create a new field, click
Fill in the following items:
When completed, click
Existing user defined fields can be edited or deleted by using the command buttons in the Commands column.