Accountants Enterprise only

Within the To Dos page you can open the Client/Contact page associated with a To Do item by double-click the hyperlinked Name in the table.

You can double-click a hyperlinked Subject in the table to open the To Do wizard for the associated To Do item.

From the To Dos page you can:

• Click To Dos on the toolbar. The To Dos page opens listing all of the To Do items associated with the practice for all contacts.
• Filter, sort and group the records in the To Do table. See Organising your data.

• Select a view from the right-click menu except the To Do completed today view.

• Select the To Dos that have been completed.

• Click the checkboxes adjacent to To Do item in the first column.

• Click the Complete button. This is located at the bottom of the To Do table in the left-hand corner. The To Do items are removed from the current view and are listed in the To Do completed today view.