The ToDo list

On the Home Page click the "ToDo list" button:

In this list you will see all planned (not completed) activities. Filtered by "Mine" only activities having you as a participant will be shown.

You may also create new activities from the ToDo list. Doing so will however create an "empty" activity - linked to nothing, and you will have to select the relevant company/contact/... within the activity screen. As an alternative you may find it more efficient to create activities from the context in which they are to exist. As an example from a Contact person or from an Opportunity

Activities in the ToDo list will open by click. Activities still open will by default open for edit.

Activities of type Note, Internal document and Personal will always open for direct edit.

Using the ToDo list you will never forget appointments or other important jobs to do.

Page url: http://www.skyviewcrm.com/help/index.html?todo.htm