Actions capture all of the activities within your firm including all client communications and interactions. Capturing actions correctly and completely in Junxure enables you to create a historical record that is accessible to everyone in the office.
After reviewing videos in this content area you will know how to:
- add an action to Junxure.
- search for actions.
- manage your tasks using the pending actions screen.
- view your Alerts and FYIs, which notify you of important action-related information.
Please allow 45 minutes to view the videos in this section.
Activity
Sticking to the motto, “If it’s not in Junxure it didn’t happen,” let’s make sure notes of a recent conversation or task you completed for a client has been captured in the system. Take this opportunity to walk through the process of adding an action to a contact record. You’ll want to document the notes of a recent conversation or details related to a task you carried out. Don’t forget to mark the action as complete and FYI someone who would benefit from knowing about this action that has been added.
Note: you can use your employee contact record to remind yourself of general tasks you need to complete that are not related to a specific client or another contact (for example, remind yourself of when your CE credits may be due).
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