Accountants Enterprise only
You can list and open all To Do items attached to each client, contact, employee, supplier or assignment.
Find and open the relevant client, contact, employee, assignment or supplier page.
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.
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.
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
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