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Accountants Enterprise only

You can list and open all To Do items attached to each client, contact, employee, supplier or assignment.

To view To Do items
  1. Find and open the relevant client, contact, employee, assignment or supplier page.

  2. Click the To Do tab. A list of the To Do items attached to this client, contact, employee, assignment or supplier under the Subject column is displayed.

  3. Click the hyperlinked To Do item that you want to open to display the details of the item. You can view or add more details.