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.
Related Articles
Creating a Recurring Action
A Recurring Action is defined as any task that occurs on the same date on a regular basis. For example: the 1st of the month, every other Monday or Jan 1st of every year. Junxure creates a new Action that is based on the calendar date indicated and ...Adding a Recurring Action Sequence
A Recurring Action Sequence is defined as a series of Actions steps that ensures the tasks are automatically initiated and followed up on which simplifies the workflow process. Please see Adding Recurring Actions for more information. For details on ...Actions Tab Overview
Actions in Junxure help manage Workflow, Activities, Tasks, and track interactions with contacts. Use the Actions Tab to document all activity your office has with a contact, assign tasks to employees in the office, run reports on pending or ...Utilizing Recurring Actions
Do you repeat tasks on a regular basis? Whether it's every week, the 5th of each month, or January 2nd every year, using Recurring Actions ensures that actions are automatically repeated based on the timing that you specify. How Recurring Actions ...Recurring Actions vs Deliverables
In Junxure, there are two tools used for Actions that need to be in the system on a regular basis. There are called Recurring Actions and Deliverables. While these tools are similar to one another, they function in different ways for different ...