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 to multiple contacts, and Email Templates for instructions on creating these tools.
Open a contact's record and create a new email action or open an existing action on the Actions Tab that needs an email. See Adding a Single Action for more information on creating a new action. Enter any notes, action description notes or follow up action notes, as needed.
In the action details, click Create an Email Document located under the Follow Up Action Note field in the right portion of the window or go to the Emails sub-tab as shown to the left.
The Create Email for Customer window opens, prompting you to select email addresses. All email addresses in the contact's record appears in this window, as shown in the left grid below. Add a check to any email addresses to be included, then click the To button in the right boxes.
To copy this email to other contacts in Junxure, use the drop-down arrow next to the contact's name, circled in blue below. This will bring up a list of any contacts listed on the client's Associates Tab. Scroll down to choose any associate.
Junxure will change the grid to display emails for the associate: in this case, George Andrews. Similar to above, highlight the addresses to add, then click the To, CC, or BCC (blind copy) to add addresses.
An email window opens, populated with the email addresses. Depending on the version of Microsoft Outlook being used, this window may look slightly different on your computer, but the Junxure tools should appear the same in the right hand side of the window. Fill in the fields highlighted in yellow as you would any email, or use the merge fields highlighted in green to have Junxure auto-fill data from the contact record.
To add Merge fields, place the cursor in the appropriate spot in the email, then double-click on the merge field name in the right hand column. It will appear as a [[example]] marker. This is where Junxure will pull data from the contact record to add personalized information as shown below. To see the actual data (not the merge field markers) click the preview data button circled in blue.
When the message is completed, click Merge & Send circled in green above.
After the email is sent, you can view in relation to the action it was created with on the Actions Detail > Email sub-tab. To see all emails sent for this client, go to the Actions Tab - View Emails sub-tab.
Junxure also saves a copy of any email created through Junxure in the Emails folder as setup in the System Options.
Junxure applies a "Token" at the bottom of every email sent from the system or identified as belonging to a email contact in the system (either sent or received). This is the marker that Junxure uses to connect strings of emails together (replies from sender and creator) This token is very subtle in html emails, a little more obvious in plain text email. It looks similar to the examples below.
Another option to creating emails comes through the use of templates. These can be as simple as containing the opening “Dear Client” and a signature or contain the basic text that is used in many emails (for example, a trade confirmation email or a request for information,etc). See Email Templates for more information on creating templates.
Follow steps above when using a template. When the email window opens, click on the open template button circled in blue below.
Choose the template using the Open window. Current templates in the system will be listed in the area highlighted yellow. Use the Category drop down to filter the list. Click the Open button when the appropriate template is chosen.
Junxure will activate the template, bringing in text, merge fields, and attachments as setup in the original template. Make any changes necessary.
When the message is completed, click Merge & Send.
After the email is sent, you can view in relation to the action it was created with on the Actions Detail- Email Subtab. To see all emails sent for this client, go to the Actions Tab - View Emails sub-tab.
Action Item Text
To prevent the need for retyping data, Junxure can also pull text from the three notes boxes on the Action Detail screen. Follow steps above.
On the Junxure Toolbar, click the Action Item tab circled in green. (this tab will be behind the Merge Fields tab when an email first opens).
The text that is currently in the Action Detail notes boxes will display here. Click on any of the buttons highlighted in yellow to add that text to the body of the email message.
Make any changes to the text or add merge fields as necessary. When the message is completed, click Merge & Send.
After the email is sent, you can view in relation to the action it was created with on the Actions Detail > Email sub-tab. To see all emails sent for this client, go to the Actions Tab > View Emails sub-tab.