To Do List window - Contact view
Name column |
This column displays the names of all people you're due to contact. These names appear here if you entered a recontact date for a person in the Contact Log Entry window; the person’s name will appear in this list on the day you entered. Names will remain in the list until you remove them. Click the zoom arrow next to a contact’s name to open the Contact Log Entry window. |
Overdue column |
This column displays the number of days that have passed since you were supposed to recontact the people in the list. |
Type column |
This column displays the type of relationship each person in the list has with your company. |
Date column |
This column displays the original dates of your contacts with each person in the list. |
Recontact Date column |
This column displays the dates you were supposed to recontact each person in the list. |
Action column |
To remove a contact from the list, click the contact’s Action column, then click the Remove button at the bottom of the window. |
Print button |
Click this button to print the To Do List [Overdue Contacts] report. |
Remove button |
Click this button after marking the Action column for each person you wish to remove from the list. |
Close button |
Click this button to leave this window. |
Fields in the To Do List window - Contact view