Tracking Account Information
Over the last year, I have had many requests from our users, some work in the accounts area of the program. Basically they were asking for 2 things.
More fields that we did not have
Better ability to report on the Accounts.
Due to the enormous efforts what went into rewriting Junxure 7, we did not have time to get these items into the main release, but we were listening and they will be in the next release.
Here is what is coming.
Unlimited Custom Fields
Accounts Rule Builder
Account Report Wizard
Enhanced Client User fields
I have just added a few new features to the Accounts details form. These features are in the latest code, and they will be released as soon as testing gets underway. Probably within 3-4 weeks.
Unlimited Custom Fields on Accounts
In order to use them, you will have to first set them up.
Go to List Data Maintenance click on the Program Setup Category, and then select Multi Custom Fields.
There you will find a form where you can setup unlimited fields that will be associated with each account.
There are 4 attributes that make up each field
Data type – This determines the User interface control that you will use when you access this field. The following types are available
Combo – this will present a drop down for the field.
Date – this will present a date time picker for the field.
Number – this will present a numeric editor for the field.
Text – this will present a text box for the field.
Currency – this will present a currency editor for the field
Y/N – This will present a check box for the field
Field name - This will be the name of the field on the Account form
Sort – This determines the order that the fields appear. They will appear in two columns, down then across.
Key- This is a button that you can click to enter the contents of the drop down if you select Combo as the data type. The button will only appear when you select Combo
Here is a screen shot where you setup the fields. Another benifit of this enhancement it that it will allow us to expand the custom fields to the insurance at a later date.
Once the fields are setup, you can see them on any account from the clients form.
Account Rule Builder
This is a rule builder, that works for Accounts. You can use any of the fields that are on the account form, along with any of the custom fields that you have setup.
You can create unlimited rules and check them on the fly, or from the Account Rule list.
Account Report Wizard
This is a report wizard, similar to the Report wizard and the Action Report Wizard, but it is for Account information. You use an Account Rule to determine what accounts you want to see. You can then enter a client rule to limit the list to a group of clients, and then you select what fields you want to see in your report. Just like the other, you can send the results to a portrait or landscape report, or to an Excel spreadsheet.
Enhanced Client User Fields
I have taken the ability to select the data type for a custom field, and have applied that to the existing user fields on the client form. By default, they will all be combo fields, but you can change them to any of the above listed data types, so no conversion is necessary.
It is important to be sure that you do not change a field that has text in it to a Number. I have put some checks into the system so you will not be able to do this. When using this feature, if you do not see one of the data types in the drop down, it is because you have data already entered in that field, and it would conflict with the missing data type.
Hopefully, these changes will go a long way to making Junxure a more capable program, assisting you to run a better practice.
