Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

Accountants Enterprise only

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

UI Expand
expandedtrue
titleTo 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.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Working in the To Dos page

Creating To Do items

Viewing To Do notes

Adding more notes to To Do items

Printing To Do items

To Do tab