Moving or Copying Actions
Open the action you would like to copy, click Move/Copy to Another Client.
Choose Copy, select the Client you would like to copy it to, then click Copy.
This will copy the action to the new client record.
Managing Contacts: Copying Contact Records
Copying contact records is a useful and efficient way to manage clients who are divorced or deceased. To get started: Open a contact record. Click the Add New Contact icon. The Add New Contact dialog box displays. Choose Copy Current Contact. Click ...
Recurring Actions Tab
The Recurring Actions sub tab displays a list of the recurring Actions that are currently assigned to the contact’s record. Recurring Actions are those that will occur on a set date on a regular basis (Weekly, Monthly, Annually, etc). See Recurring ...
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 ...
Searching Actions within a Contact Record
Junxure provides many tools for locating Actions for contacts. The Action Search is a simple tool that will locate only the Actions listed on the Action Tab. You can use the Action Keywords to make it easy to find specific Action items. Note: The ...
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 ...