Email messages may be replied to directly through Outlook, or through the Junxure Action. To reply through Junxure, open the email (see Finding Email for more information) by double-clicking the email line item, and Junxure will open a standard email message window. Click Reply as you would with any email message.
If Junxure has brought the email into the Actions Tab automatically or manually, a “Token” will have been applied at the bottom of every (either sent or received). This is the marker that Junxure uses to connect strings of emails together (replies from sender and creator). It looks similar to the examples below.
If a contact replies to an email already assigned a Junxure Token, but doesn't have the option to “include text from previous message” or their email system truncates (shortens) the text, or replies with the previous message as an attachment, this Token may get cut off. If this occurs, Junxure will not recognize this email as part of the existing set, and may assign a new action to the incoming reply (thinking it is a new item, as no Token is present). If the item was manually assigned in the first place, it may not bring the reply message in at all.
Action Detail Screen: Documents/Emails/Expenses/Goals
Documents Tab On the Documents Tab, you can link an unlimited number of files to an action. These files can be stored on a networked drive or created through Junxure (See Creating Documents and Communications). Often, documents are stored in your ...
Search for Emails
Depending on your Email Handling setup, Junxure can store all or some of emails sent to, from, or regarding contacts in your database. See Email Setup for options on automatic download of email into Junxure, or Assigning Emails to Actions Manually to ...
View Emails Tab
The View Emails sub-tab displays a list of emails that have been sent to or received from a client through the Outlook interface. Any time Junxure detects an Email message, a new Action item will be created in the client's Action Tab. This tab ...
Create Emails Through Actions
Junxure offers an interface with Microsoft Outlook for email capability, which must first be enabled in Maintain System > System Options > Local Options. Follow the steps below to create an email for one client. See Global Email Wizard to send email ...
Move Incorrectly Assigned Emails
Examples of emails assigned to the incorrect client or action: An attorney sends an email regarding a mutual client, but it is more important to have the email in an action for the client, not the attorney. Note: If a duplicate action should be made, ...