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Navigating jCore

Owned by Gints Vaskums
Last updated: Oct 21, 2024 by Inese Auzina
12 min read

Date

Change

Date

Change

February 2022

Initial version

November 2022

Revised page formatting

December 2023

Updated screenshots and content

February 2024

Filter and search functionality

Defining custom filters

Using the field controls

June 2024

Links to Contact Manager and Company Monitor

General Navigation

The main screen consists of two parts:

  • Navigation Area (A)

  • Content Area (B)

 

Navigation Area

Action Toolbar

The Action toolbar is located at the top of the Navigation menu. It has five buttons. The numbers on the screenshot correspond with the numbered list describing each button.

 

Action Toolbar

  1. Clicking the Message icon opens the jCore Messages window. When you receive a new notification, the system displays a red arrow on the top right of the icon.

  2. Clicking the External Share icon allows you to export selected forms and reports in MS Excel format.

  3. Clicking the Printer icon allows you to create, modify, and print reports.

  4. Clicking the Hamburger Menu icon collapses the navigation menu.

  5. Clicking the Security icon logs you out of the system.

Calendar

The Calendar tool allows you to organize contacts, meetings, and agendas. You can use the arrows around the current month to move forward and back through the calendar. You can also drill into specific days by clicking that date.

 

Category Tiles

There are eight tiles to choose from in the Navigation menu. The names and order of these tiles can vary based on client needs, user settings and access permissions. Each tile has tools and/or reports that you can use to manage your data. The system sets the tile you have selected to white.

Admin Tile

The Admin tile contains various administration and management tools. For example, you can manage employees, change system settings, and reassign clients. This tile contains ten modules. You can use these to complete various administrative tasks.

Platform Tile

The Platform tile will provide access to the global tools used to manage the application. This tile contains six modules.

Commissions Tile

jCore’s standard Commissions and Compensation Plan allows you to specify your own commissions payout grids, draw logic, salaries, pay periods, and rules regarding what products provide compensation.

Note: To specify complex compensation logic may require additional configuration.

Compliance Tile

The Compliance module contains tools allowing you to review the status of financial markets, send and receive messages, and manage alerts.

Marketing Tile

The Marketing tile allows you to view information about clients, agents, and accounts.

Reporting Tile

The Reporting tile allows you to view and create various types of reports.

Sales Tile

The Sales tile allows you to manage transactions, events, contracts, and more.

Help Tile

The help tile contains links to user manuals, training videos, and contact information.

 

 

Audience: All jCore users.

Functionality: The jCore applet provides users access to information from a variety of sources in order to maintain up-to-date books and records.

 

Entering Field Values

In the jCore system, you will use various field types:

  • to specify filter values,

  • to enter search criteria,

  • and to enter data into the system.

For this purpose, use the following system controls:

Control

Purpose

Usage Tips

Control

Purpose

Usage Tips

For entering text values

Click on the Dialog icon next to the field to select one of the options:

  • Starts With

  • Exact Match

  • Contains

  • Ends With

  • Does Not Contain

  • Ignore Case (additional checkbox)

 

For entering numeric values

In some cases, you can select these additional options displayed in an adjacent dropdown:

  • > - Grater than

  • < - Less than

  • < > - Not equal to this value

  • = - Equal to the single value

  • In - Any of the selected values.

  • Not in - Not any of the selected values.

For entering currency values

In some cases, you can select additional options (same as for numeric values) displayed in an adjacent dropdown.

Dropdown for selecting one or multiple values that are defined in the system

Click the Magnifier icon to open the search dialog and find a specific value.

Click the three dots icon to select a range of values.

The search dialog for selecting specific values in longer dropdown menus. Opens when you click the Magnifier icon.

Hold down the Ctrl key to select several values. Hold down the Shift key to select several adjacent values. Then click SELECT to make the selection.

The select dialog for choosing an array of values in longer dropdown menus. Opens when you click the Three Dots icon.

Hold down the Ctrl key to select several values. Hold down the Shift key to select several adjacent values. Then click OK to make the selection.

For selecting a date from the calendar

Click the calendar icon next to the field to select the date.

In some cases, you can select these additional options:

  • > or after - After the date

  • < or before - Before the date

  • on - Equal to the specified date

  • range - Any of the dates in the range

For selecting a Yes/No value

Click the checkbox to select it.

For selecting one of several values

Click the radio button to select it.

Filtering and Searching in jCore

Most of the tools in jCore (monitors, histories, managers, etc.) initially allow you to filter the list of objects in the system to search for a specific entry. Then you can open any one of those entries to learn its details.

The screen consists of two parts:

  1. Filter Criteria - type or select the criteria to search by and press Enter or click the Filter button.

  2. List of Results - all entries that match the search criteria are displayed in a table.

Calculating Totals

Click the TOTAL COUNT at the bottom of the screen to see the total number of entries matching the filter criteria. This will also calculate totals for amounts in some columns, e.g. Total Assets.

Configuring the Column Layout

All the filter results windows have a default column layout. To customize the layout, click the Column Selector button in the lower-right corner of the screen.

 

The system opens the Column Selector window. Configure the layout settings. Click Save when you are finished.

Setting

Description

Setting

Description

Page Size

Determines the number of results displayed in the list. By default this is set to 20. The maximum value is 200.

Change order of the columns

Select a column name, then click the up or down arrows to move columns right or left in the report layout.

Fixed Column Size

Select the Fixed Column Size checkbox to freeze the column width.

Column Resizing

Click Column Resizing and adjust the width of each column. Click Save to save the settings.

Include in the Report

Click the checkbox in the Include in the Report column to display this column in the report.

Column Name

Click the name in the Column Name column and type the column’s name as it will appear in the report.

Total

Click the checkbox in the Total column to calculate the total value in this column.

Sort By

Click the checkbox in the Sort By column to enable the sorting of the records by the selected column.

Fraction Digits Count

For numeric values select how many decimal digits to display.

Creating Custom Filters

As a user, in some search windows, you may create additional filters. Custom filters can be created to include system fields, User-defined fields, and Attribute fields.

To create a custom filter:

 

 

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