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.


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