Restoring a Deleted Contact
From the Main window of Junxure, navigate to Database Tools > Data Cleanup/Correction > Contacts. Double-click View Archived Deleted Contacts.
The View Deleted Contacts window appears. Select the Contact Record to restore. Click Restore Contact.
The Contact should now appear in your database.
Data Cleanup/Correction: View Archived and Deleted Contacts
When a contact is deleted, Junxure moves that record into a backup .mdb file before it is permanently deleted. If the entry Path to your Documents on the options form is valid, Junxure should create an access database for each deleted client in that ...
Restoring a Deleted Action
Deleted Actions cannot be restored within the database. However, it is possible to retrieve the deleted information and create a new Action on the Record containing that information. Navigate to Database Tools > Data Cleanup and Correction > View ...
Contact Toolbar Reports
For quick access to many useful client reports, the Contact Toolbar provides a one-click solution with the Reports button. This button provides reports with basic contact information, Financial and Asset breakdown, and Billing reports. Go to the ...
Unable to see a Contact Record
Additional resources: Verify and Update the Record Owner Adding a User to an Employee Group Restore Deleted Contacts Verify Viewable and Non-viewable Contacts in the Database
New User Basics: Contact Record
Contact Records - when set up properly in Junxure - can help increase your firm’s efficiency by giving you a centralized location for storing and retrieving accurate contact information. After reviewing videos in this content area you will know how ...