Move or Copy a Workflow Between Records
Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions). Open any Workflow in Overview mode. Click Move/Copy Workflow in the toolbar. Select whether to Move or Copy the ...
Creating and Using Grid Templates
If you have used the Grid tools to arrange a custom Grid view that suits your needs well, you may save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be easily recalled ...
Outlook Add-in: Adding the ActionID Column
Caution! The steps below are provided as a courtesy to Junxure users, but document Microsoft Outlook functionality and are subject to change without Junxure's knowledge. Please refer to Microsoft Support for the latest steps and help on adding custom ...
Changing Grid Defaults
Every Grid in Junxure has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect all ...
Customizing the Appearance of Reports
The Report Customization panel allows you to change various static features of printed Junxure reports, such as the location and image for your Firm Logo, the font settings, page numbers, and your Firm Title. Customizing Report Appearance To access ...