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 more details.
Help Movies
This button will bring you to short tutorial movies online describing the section of Junxure that you are currently viewing. This icon will show up throughout the Junxure system.
Return to Main Menu
This button will bring you back to the Junxure Main Menu screen.
Last 20 Actions
This drop-down menu will show the last 20 Actions accessed by the logged-on user. This will include Actions from across all contacts, not just the contact currently displayed.
Hidden Actions
Acts as though you are “flagging” actions that you need to come back to. See Action Detail Screen for more information.
Add a Contact Wizard
Used to add a new contact to your system.
Add Action
A drop-down menu fully customizable to your office. This will start new Actions including generic notes, tasks, calendar items. To learn more about customizing this menu and the Action Templates, see Customizing Action Templates.
Quick Envelope/Label
Print a single Envelope or Label for the current contact, giving you the option to choose which address (work, home, etc.) and which label position for most standard labels. Custom label templates can also be added.
Delete Record
Delete the current Contact Record.
Pending Actions Report
Prints a report of all the Contact's pending Actions.
Client To Do’s
Prints a report listing all pending Actions assigned to the client.
Agenda
prints a meeting agenda, based on information entered into contact’s Actions.
Client Reports
Print selected information for a contact that includes contact information, profile information Actions, etc.
Client History
Print all Actions in the contact account not excluded from Action History.
Client Time Report
Print time spent on Actions in the contact’s record.
To Outlook
Export the current client to your outlook contacts.
Help
Open a new browser tab to the Junxure Help Center.
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