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<< Click to Display Table of Contents >> Navigation: Activity and ToDo Managers > Creating ToDos |
To create ToDos:
From the ToDo Activity Manager
| 1. | Select ToDo Activity Manager from the Tools menu item. |
| 2. | Select To Do List from the drop down box at the top of the Manager. |
| 3. | Press the Add button on the right hand side of the Manager. |
| 4. | Fill in the ToDo Task of the ToDo, Contact (who you spoke with), select the Clerk responsible for the activity and any Notes about the activity. The required fields are in red and only the description needs to be filled in. |
| 6. | You can also set the Status of the Activity to Open or Complete. By default RetailEdge will set the Status to Open. |
| 7. | You can also set the Due Date to allow you to back date your contacts or set the date forward to remind you perform some future action. |
| 8. | When you are finished press the Save button. |