Viewing Action Edit History
Navigate to Database Tools > Data Cleanup and Correction > View Edits.
In the window that opens, select a date range wherein the Action may have been created, modified, or deleted. Then select tblClientActions from the list. It is our recommendation to sort by Date or Action header. The Primkey is the Action ID.
The Grid will show you the Employee that INSERTED (created), DELETED, or UPDATED a value (field) within the Action.
The area below will show the values for the fields when INSERTED or DELETED. If UPDATED, the grid will show the old value and the new value it was changed to.
The information available in this Grid is dependent on how long your firm is keeping the audit logs. If at any point, the amount of days to keep edits was reduced or the Audit Edits table was cleared for a database shrink, you may not see data for any day prior to a specific date or timeframe.
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 ...
Edit an Action Sequence
To edit an existing Action Sequence, go to System Setup > Action Sequence Setup. Select a category from the center column to locate the Action Sequences that you wish to edit. Double-click on the Action Sequence in the Actions Sequences for ...
Existing Action Sequences
Use the Existing Action Sequences Report to search for global Action Sequences in Junxure. To search Action Sequences for an individual contact, go to the Contact's Actions Tab. See Action Sequences Sub-tab for more information. In Junxure, Action ...
Data Cleanup/Correction: View Edits
The View Edits feature produces a trail of modifications that have been made to data in Junxure. This tool also tracks changes made by synchronizing contacts with Microsoft Outlook. Go to Database Tools > Data Cleanup/Correction > Management > View ...
Card View: Client History at a Glance
“I want a quick, one-page view of what my firm has done for a client, and I don’t want to have to set up any grids or run a report. I need quick access to all of the email and letter history as well. Can I do that in Junxure?” Card View might be what ...