Unable to see a Contact Record
- Verify and Update the Record Owner
- Adding a User to an Employee Group
- Restore Deleted Contacts
- Verify Viewable and Non-viewable Contacts in the Database
Contact Toolbar Reports
For quick access to many useful client reports, the Contact Toolbar provides a one-click solution with the Reports button. This button provides reports with basic contact information, Financial and Asset breakdown, and Billing reports. Go to the ...
Restoring a Deleted Contact
From the Main window of Junxure, navigate to Database Tools > Data Cleanup/Correction > Contacts. Double-click View Archived Deleted Contacts. The View Deleted Contacts window appears. Select the Contact Record to restore. Click Restore Contact. The ...
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 ...
Unable to Connect to Database
Users may see a pop-up stating they are unable to connect to the database which presents the user with several options. This can be due to a number of factors. Prior to using any of the tools available in this window: Verify the PC is connected to ...
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 ...