Recurring Actions Tab

Recurring Actions Tab

The Recurring Actions sub tab displays a list of the recurring Actions that are currently assigned to the contact’s record. Recurring Actions are those that will occur on a set date on a regular basis (Weekly, Monthly, Annually, etc).

See Recurring Actions vs Deliverables for more information on when and how to use these types of Actions or Adding Recurring Actions for basic information on creating them and understanding the fields presented below.

Copying Current Recurring Actions to Another Client: For clients with similar recurring actions, use this time-saving button to make a copy of the setup and assign it to a different client in Junxure. This will not remove it from the existing client and you will still be able to edit the criteria in the copied recurring action.

You can also set up Recurring Action Sequences. See Adding a Recurring Action Sequence for more information.

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