If you are not seeing the option to delete an Actions, a local Junxure Administrator has most likely restricted the rights to do so.
To verify this, a Junxure admin can navigate to System Setup > Setup User Rights. Click and verify the SecurityLevel for Allow Delete of Completed Actions and Delete Added Actions.
If set to a group either than <Everyone>, you must be a member of the Employee Group listed to delete Actions.
Please note that when adding a User to an Employee Group, the User will need to close and reopen Junxure before the new permissions take effect.
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 ...
Viewing Action Edit History
Navigate to Database Tools > Data Cleanup and Correction > View Edits. Click View All Database 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 ...
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 ...
Action Detail Screen: Action Detail Toolbar
All Actions in Junxure have a top menu that displays different functions that can be performed within the Action Detail Screen. Available Features: Delete the Action (this cannot be undone). Open the Action Form Navigation Tool. When a user opens a ...
Creating a Recurring Action
A Recurring Action is defined as any task that occurs on the same date on a regular basis. For example: the 1st of the month, every other Monday or Jan 1st of every year. Junxure creates a new Action that is based on the calendar date indicated and ...