Hide Actions for Later
Need to quickly move to another contact record (perhaps you receive a client call and need to look something up) but still have more notes you need to add to the action you have open? Click Hide Action at the top of your open action to store the ...
Action Detail Sub-Tabs
The sub-tabs that are located at the bottom of the Action Detail Screen provides additional space for the user to store and view client’s information. These sub-tabs are: Main: Where you can capture data whether action is required or not. Documents: ...
Contact Tabs Overview
Every Client, Prospect, Associate, and other contact that you enter into Junxure is assigned a Contact Record. That Contact Record will store all information related to your contact that includes Contact information, Accounts and Assets, related ...
Contact Tabs Tool Bar
The contact’s Tabs Header bar provides options to quickly and easily find other clients, create Actions, run Reports, and create Envelopes or Labels. Contact Locator Tools Use these tools to locate clients. See Finding Contacts – Contact Toolbar for ...
The Profile Tool allows you to add or remove classifications, keywords, interests, custodians, advisors, and record owners for multiple contacts on a single menu. In Junxure, go to Database Tools > Profile Tool. A window similar to the one below will ...