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<< Click to Display Table of Contents >> Navigation: Activity and ToDo Managers > Modifying and Adding To ToDos |
To modify and add to 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. | Select the ToDo you want to modify and press the Modify button. You can filter the activities by Date Range, Status or Clerk. |
| 4. | Press the Add Note or select an existing note and press the Edit Note button |
| 5. | Fill in or modify the Contact (who you spoke with), select the Clerk responsible for the activity and any type any Notes about the activity. |
| 6. | Press the Save button. |
| 7. | Make any changes to the Activity (Status or Date Due) if you need to. |
| 8. | When you are finished press the Save button. |