Contact management > Reviewing your contact information
The Reminders tab in the To Do List displays log entries with reminder dates on or before the current date.
Find Transactions helps you quickly find all transactions for a contact.
To view reminders
1
Click To Do List in any command centre. The To Do List window appears.
If the reminder date falls on a day that you have indicated as being closed in the Business Calendar (accessible from the Setup menu), the reminder will appear on the business day prior to the recontact date.
The Overdue column shows how many days have elapsed since the recontact date you specified on the log entry.
To print card reports
1
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
2
Click the Card tab. The list of card reports appears.

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