Appointment Form To do Tab

Action: none

The tab shows all the to-dos related to an appointment.

The TO-dos section is where you see/review current or completed TO-DOs for the appointment. TO-DOs are actions/tasks that must be performed for the appointment as well as a record of past completed actions.

When an email is sent to a appointment, a completed to-do is automatically created that documents exactly what was sent, and when. The to-do will contain links to view the actual content of the email sent, along with any attachment.

Show Competed? (checkbox)... Checked only completed TO-DOs will appear within the grid.

Called Button... Creates a completed TO-DO with the action description set to Called with current date/time. User should enter additional description of call result.

eMailed Button... Creates a completed TO-DO with the action description set to eMailed with current date/time. User should enter additional description of email details.

SMS Button... Creates a completed TO-DO with the action description set to SMS with current date/time. User should enter additional description of SMS.\

Add TO-DO button... Add a new TO-DO for the prospect.

Existing TO-DOs within the grid may be double-clicked to display details of the task. New information may be appended, the TO-DO reassigned or marked completed.

Checking the box next to an existing TO-DO displayed within the grid under the Done grid column will mark the TO-DO completed. See the To-Do topic for additional information concerning TO-DOs.