Junxure Desktop

            FMA Assessment: View Actions Tab

            The View Actions Button opens all Actions associated with the selected Assessment. Use this button to view or edit the Action details. This view is an efficient way to find Actions associated only with the intended Assessment. Follow the steps below to see Actions associated with an Assessment.

            1. Open a contact record.
            2. Click on the Financial Planning Tab and then click on the FMA sub-tab.

            3. Double-click on the line of the assessment you want to view.
            4. When the Client Assessment Builder window opens, click on the View Actions button in the upper-right corner to see the Actions.

            5. Double-click on any Action or click the View Action button to see the full Action Detail screen.

            Updated: 31 Aug 2018 01:53 AM
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