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 view all the notes associated with a To Do item.

UI Expand
expandedtrue
titleTo view notes added to a To Do Item
  1. Find and open the relevant client, contact, employee, assignment or supplier page.

  2. Click the To Do tab.

  3. Identify the To Do item and click its hyperlink in the Subject column. The To Do wizard opens on the Main tab by default.

  4. Click the Notes tab. All notes for this To Do item are listed, the latest at the top.

  5. Click each Title to reveal its contents in the bottom pane.

  6. Click Finish. The To Do wizard closes.

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 items

Adding more notes to To Do items

Printing To Do items

To Do tab