Remove Emails from Documents
Please remove emails from the documents tab or allow us to turn it off the capturing in documents. We just transitioned to cloud and now see a mass amount of emails. I have filtered the emails out of the users view so that's not an issue. My MAJOR concern
Alerts on Actions assigned to yourself but due in the future
I assign myself tasks fairly regularly to complete something 2-4 weeks down the road, but unfortunately, because I assigned the task to myself, I don't get an Alert on the day it becomes due. It does show up in my action queue, which of course is helpful,
Is anyone from the Junxure Product Team reviewing these?
Just wondering as I haven't seen any feedback.
Mass Email Question
Is there a way to send an email to only JunxureCloud contacts (for example) with the classification of "client"? We just sent a mass email yesterday and used the "correspond" button but we had to go through ALL our JunxureCloud records and select who we were sending to. I thought there was a way to choose a specific list to make things easier. Thank you!