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This text refers to program version 4.3  

Operations Menu - To Do List

The To Do List is a list of Activities sorted by Start Date and Time. Its main purpose is to list Activities that have not yet been completed to provide a check list of tasks to be undertaken.

When printed to screen, the To Do List has FirstOffice's Drill-down feature. Click on the Activity Text of any Activity in the report to open that Activity. You can then remind yourself of the details of the Activity before carrying it out. When the task has been completed, you can mark the Activity as Done, thus effectively removing it from the To Do List.

When you select this function from the Operations menu of the 'Persons: Browse' window, a To Do List for the Person highlighted in the 'Persons: Browse' window is immediately printed to screen, showing To Do Activities in Start Date and Time order. To Do Activities are Activities whose Task Type is To Do and whose Done box is not checked. The report period is the current year.

This screen version of the report contains a number of text buttons, as follows:

Detailed

Click "Detailed" to show for each Activity any text that has been entered to the grid on the 'Text' card.

Include Done

Clicking here will cause Done Activities to be shown in the report (i.e. Activities whose Done boxes are checked). These are shown in a second section of the report, and the text "OK" appears in the right-hand column beside each one.

Activity Text

Click the Text of any Activity to open that Activity record. If the To Do List report is showing To Do Activities only and you mark an Activity as Done, select 'Recalculate' from the Operations menu to remove it from the report.

Contact Name

Click a Contact Name to open the relevant Customer record.

To print the To Do List to a printer, first print it to screen and then click the Printer icon or select 'Print' from the File menu.

Please refer to this page for a full description of Activities.

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