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Articles tagged "to-do" returned 4 results.

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Managing Activities

The Activity main menu enables users to perform different actions to the Activity record

Creating Appointments

Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records:

Your To Do & Alerts List

Your To-Do list This shows your Activities when the start date is reached (and they've not been completed). Users can open activities from the To Do list complete them or view all activities from the Action Centre.

Creating Activities & Reminders

Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the…