New User Basics: Grids, Emails, and Documents
Creating, capturing, and viewing communications between you and your contacts is a critical piece of your business. This content area shows you how to create and manage your email correspondence as well as store and retrieve client documents. Based on your role in the firm we will show you how to tailor your view to make the most out of the information in Junxure.
After reviewing videos in this content area you will know how to:
- customize your views.
- capture, manage, and create emails.
- store and access documents for contacts.
Please allow 1 hour to view the videos in this section.
Activity
Most Junxure users spend their days viewing and completing actions that they have been assigned. Let’s make sure the information you’re viewing on your pending actions grid is relevant to you. Using the field chooser in the top left of the pending actions grid, customize the fields that you see on your grid to give you the most helpful information about your pending tasks.
About 70% of most emails that are received from clients are actionable, and should be captured in Junxure. If you use Outlook for email correspondence, identify an email received from a client in your inbox. Using the process you learned in the email videos, manually capture the email into an action in that client’s record in Junxure.
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