Pending Actions Report: Contact Record

Pending Actions Report: Contact Record

In a contact record, the Pending Action Report allows you to see all the Pending Actions with Action required for a single contact.

To access the Pending Actions:

  • Go to a client’s record and go to the Contact Header bar.
  • In the header bar, click on the Pending icon at the top right of the header bar.

  • The Pending Actions For Client window opens. This shows all pending Actions for the contact record. Click on the Print Report button to print the report.

    Here is an example of what the report may look like:

    • Related Articles

    • Contact Toolbar Reports

      For quick access to many useful client reports, the Contact Toolbar provides a one-click solution with the Reports button. This button provides reports with basic contact information, Financial and Asset breakdown, and Billing reports. Go to the ...
    • Actions Management: Overall Client Pending Actions Report

      The Overall Client Pending Actions menu option produces a report of all pending Actions currently in Junxure. This tool can be applied to individual or globally, and can be filtered by Rule. See Creating New Rules for more information. In Junxure, go ...
    • Track Expenses through Actions/Contact Record Report

      In Junxure, you can track expenses through Actions. To do this, open a contact record and click on the Actions Tab > Actions Sub-tab. Either add a new action or locate your existing Action and double-click on it to open the Action Detail Screen. The ...
    • Printing My Pending Actions

      Pending Actions are a list actions with a pending status for the logged-in user. The Print My Pending Actions feature enables you to create a report of your pending actions based on your pre-determined criteria. In Junxure, go to People > Print My ...
    • Report Wizards: Contact Report Wizard

      Junxure allows you to customize reports for Contacts, Actions, Accounts, Opportunities, and Insurance information using Report Wizards. The Contact Report Wizard enables you to use many of the contact record data fields in Junxure to create ...