Action Detail Screen Overview

Action Detail Screen Overview

The Action Detail Screen displays data regarding Notes, Assignments, and Attachments. Actions are located on the Actions Tab of the contact record. Also, Actions are located in various other locations in Junxure that include the People Menu, the Actions Dashboard, Reports and other additional tabs within a contact record.

This topic cover the areas within the Action Detail Screen:

  1. Action Detail Tool Bar (Top Menu)
  2. Client Data
  3. Date, Employee, Type, and Process Fields
  4. Notes Boxes
  5. Action Detail Sub-tabs

Please see Adding a Single Action for more information on adding Actions.

    • Related Articles

    • Action Detail Screen: Main

      The Main tab on the Action Detail Screen contains fields where you can capture data that includes whether the Action is required or not required, who the Action is assigned to, when it is due and the Priority of the Action. You can also add keywords ...
    • Action Detail Screen: Action Detail Toolbar

      All Actions in Junxure have a top menu that displays different functions that can be performed within the Action Detail Screen. Available Features: Delete the Action (this cannot be undone). Open the Action Form Navigation Tool. When a user opens a ...
    • Existing Action Sequences

      Use the Existing Action Sequences Report to search for global Action Sequences in Junxure. To search Action Sequences for an individual contact, go to the Contact's Actions Tab. See Action Sequences Sub-tab for more information. In Junxure, Action ...
    • Action Detail Screen: Opportunities/Custom Fields/Action Sequence/Associates

      Opportunities This tab is used to track and record money opportunities for the future. When a new opportunity is added to the Action Detail screen, it will also be available on other action items and show on the Profile Tab: Opportunities Sub-tab. If ...
    • Action Detail Sub-Tabs

      The sub-tabs that are located at the bottom of the Action Detail Screen provides additional space for the user to store and view client’s information. These sub-tabs are: Main: Where you can capture data whether action is required or not. Documents: ...