Data Cleanup/Correction: View Edits
The View Edits feature produces a trail of modifications that have been made to data in Junxure. This tool also tracks changes made by synchronizing contacts with Microsoft Outlook.
Go to Database Tools > Data Cleanup/Correction > Management > View Edits. This will launch the Client Audit Edits window.
Find the Client you would like to view edits for. Click the magnifying glass next to Find Edits For This Client. Choose your Type of Record Action. Choose what Contact Information you would like to view. Click Refresh Results in the upper right and the grid will populate with the requested information below.
You may choose to view edits by contact or view all edits to your database.
Data Cleanup/Correction Overview
The Data Cleanup/Correction menu contains tools that are invaluable for post-database conversion cleanup, including removing duplicate entries and merging contacts. See also Profile Tool for more help with cleaning your database. To access this tool, ...
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 ...
Data Cleanup/Correction: View Duplicate Contacts
The View Duplicate Contacts feature enables you to view a list of clients with the same first and last name. This will allow you to determine if they are duplicate clients and to remove the duplicates. Go to Database Tools > Data Cleanup/Correction > ...
Data Cleanup/Correction: View Recurring Action Log
This tool produces a report of all recurring actions and deliverables that were added within a specific time frame. See Recurring Actions and Deliverables for more information on these tools. In Junxure, go to Database Tools > Data Cleanup/Correction ...
Data Cleanup/Correction: Document Templates
The Document Templates report enables you to view your existing Document Templates in Junxure including the stored path for the report. In Junxure, go to Database Tools > Data Cleanup/Correction > Document Templates. The Documents Templates Report ...