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 ...
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: 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 ...
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 Screen: Client Data, Date/Employee/Type/Process, Notes Boxes
Client Data These fields are in the upper left that are automatically populated by Junxure. This section provides you with basic client data (The client’s name, mailing address, phone numbers, SSN, etc.) that is pulled from both the Contact Info Tab ...