The View Emails sub-tab displays a list of emails that have been sent to or received from a client through the Outlook interface. Any time Junxure detects an Email message, a new Action item will be created in the client's Action Tab. This tab enables you to see them filtered from the rest of the Actions.
See How to Use the Junxure Outlook Add-in for more information on sending and receiving Emails through Junxure.
Double-click on any line to see the Email or click the View Email button in the upper-right corner.
To see the Action that was assigned to this Email, click the View Action button in the upper-right corner.
The Update Outlook feature allows you to view your current Microsoft Outlook® settings as well as update your Outlook Folder selections. You can also use the Update Outlook feature to set up Outlook calendars to use from Junxure. To access this tool: ...
Set Up and Use the Junxure Calendar
Calendar Setup Junxure offers a company-wide Calendar feature called the Junxure Calendar. Once the Calendar is enabled, the user can add or delete appointments as necessary. To enable the Junxure Calendar, you must have administrative access in ...
How to use the Junxure Outlook Add-in
The Junxure Outlook Add-in facilitates email, calendar, and contact integration between Junxure and Microsoft Outlook. Depending on your version of Microsoft Office, the Junxure Outlook Add-In may appear differently from the examples below. Note: For ...
Action Detail Screen: Documents/Emails/Expenses/Goals
Documents Tab On the Documents Tab, you can link an unlimited number of files to an action. These files can be stored on a networked drive or created through Junxure (See Creating Documents and Communications). Often, documents are stored in your ...
Add the Junxure Action ID Column in Outlook
You have the ability to add a column in your Outlook inbox that will show the Action ID of captured emails so you can know at a glance if a particular email has been captured into an Action inside Junxure and what the corresponding Action ID is. To ...