HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

Viewing To Do notes

Accountants Enterprise only

You can view all the notes associated with a To Do item.

UI Expand

expanded	true
title	To view notes added to a To Do Item

Find and open the relevant client, contact, employee, assignment or supplier page.
Click the To Do tab.
Identify the To Do item and click its

hyperlink in

hyperlink in the Subject column.

The To Do wizard opens on the Main tab by default.
Click the Notes tab.

All notes for this To Do item are listed, the latest at the top.
Click each Title to reveal its contents in the bottom pane.
Click Finish.

The To Do wizard closes.

Related topics

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

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

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

Page tree

Versions Compared

Old Version 1

New Version 2

Key

Accountants Enterprise only

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics