“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 you’re looking for.
The Card View is just one of many ways for everyone in the office to quickly find and view information, and its easy access is particularly popular with principals and advisors. It is truly one click-access to much of what you are looking for, providing you an at-a-glance view of a specific client’s action history. Plus, you can easily sort to a specific set of actions using a built-in Action Filter.
Benefits of the Card View:
How do I access the Card View?
In any contact record, go to the Actions tab, then click on the Action sub tab. Select Card View.
Did You Know?
Just like in the Grid View, you can filter actions in Card View by type, by process, by employee assigned to, or to show only pending or completed actions. You can also filter by greater than, equal to, or less than a specific date.
For example, to see all Money Movement related actions:
Open a contact record and check out the Card View; it may be exactly what you have been looking for!