Adding an Item to the Junxure Calendar
Once the Calendar is enabled, the user can add or delete appointments as necessary. To add Appointments to the Junxure Calendar, follow these steps:
- Double-click on the appropriate date to add the calendar item.
- The Search for a Client window appears. Use the Search field in the top left to search for your contact. The drop-down allows you to search contacts by Last Name, First Name, or Company.
- Once you identify your contact, double-click on the row to schedule the appointment.
- The Schedule an Appointment window opens. Choose the subject and location as necessary (locations are created through List Data Maintenance) and add a description for your appointment. In the right column, you may add additional employees who should receive this appointment invite. To adjust the date and time, click in the Start Time and End Time fields to view a drop-down calendar.
- Click Save and Close in the upper right to send your invitation.
Note:
Adding appointments directly to the Junxure Calendar does not automatically add an Action to the Contact. See Adding Appointments through Actions for more information.
Related Articles
List Data Maintenance: Actions
List Data Maintenance helps to customize Junxure to fit your individual practice needs. A majority of the lists accessed through drop-down menus throughout Junxure can only be edited through List Data Maintenance. Use the categories in the center ...Adding Appointments through Actions
Junxure enables you to add appointments in Actions to your calendar. An appointment is a Meeting, Phone Call, Email, Activity, or reminder that you would like to capture on the calendar. Through an Action, you can create appointments and assign it to ...List Data Maintenance
List Data Maintenance helps to customize Junxure to fit your individual practice needs. A majority of the lists accessed through drop-down menus throughout Junxure can only be edited through List Data Maintenance. Use the categories in the center ...Adding Assets
The Accounts/Assets Tab in a contact record stores account information and underlying assets. This data can be imported through Asset Imports or entered in the system manually. This tab also stores other Assets such as Stocks, Bonds and Mutual Funds ...List Data Maintenance: Assets
List Data Maintenance helps to customize Junxure to fit your individual practice needs. A majority of the lists accessed through drop-down menus throughout Junxure can only be edited through List Data Maintenance. Use the categories in the center ...