The Letter History contains a list of Letters, E-mails, or Documents created in Junxure. This comes from using the Letter/Envelope, Global Email, or Global Action Wizards.
Follow the steps below to view the Letter History:
In Junxure, go to Letters > Letter History.
In the right panel of the screen, a list of your Letter and Document Templates appears.
Select the Letter or Document from the grid and double click on the item to view. The Letter/Email History Details window opens. This screen will display the description and filename of the document as well as the employee who sent the document and the date it was sent. In the grid is a list of contacts who received the letter or document.
- Click Reprint Letter to open the Letter Template in Microsoft Word.
- Click Print Recipient List to print a report showing all the contacts who received this Letter or Document.
Card View: Client History at a Glance
“I want a quick, one-page view of what my firm has done for a client, and I don’t want to have to set up any grids or run a report. I need quick access to all of the email and letter history as well. Can I do that in Junxure?” Card View might be what ...
This tool is used to create Letters, Address Labels, Envelopes, and logs the Actions regarding the Correspondence for multiple contacts at one time. You can also do similar tasks with the Global Action Wizard and the Global Email Wizard, please see ...
Letter/Envelope Wizard: Printing in Microsoft Word
If you want to see the process for creating a Letter or Envelope, please view Letter/Envelope Wizard. Once you click Yes for printing your documents, the window below will appear: Your document and template will open in Microsoft Word (your view may ...
Data Cleanup/Correction: View Logon History
The View Logon History tool enables you to view which users have been logging on to Junxure. In Junxure, go to Database Tools > Data Cleanup/Correction > Management > View Logon History. This will launch the Employee Login History window. In the From ...
Reprinting a Document
Navigate to Letters > Letter History. Double-click the letter you would like to reprint. The Letter/Email History Details window will appear. Click the Reprint Letter button. The merged letter will open in Microsoft Word and may be printed like any ...