Related Articles
View Action Queues
Action Queues were created to enhance team-driven completion of tasks. For example: if you have a team of 10 people who handle trades, trading tasks can be assigned to the group instead of choosing an individual trader. The creation and use of Queues ...
Managing Action Queues
Action Queues were created to enhance team-driven completion of tasks. To manage Action Queues, you need to assign Actions to them. Assigning Actions to Queues can happen from various places in Junxure. When you open an Action and go to the Assigned ...
Customizing Action Templates
Junxure enables you to customize Action Templates by pre-filling data fields that will be used on a recurring basis. This saves time and the Templates can be modified at any given time. Set Up Action Templates To perform this task, start by going to ...
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 ...
Viewing Action Edit History
Navigate to Database Tools > Data Cleanup and Correction > View Edits. Click View All Database Edits. In the window that opens, select a date range wherein the Action may have been created, modified, or deleted. Then select tblClientActions from the ...