Fields in the To Do List window

Fields
To Do List window - Contact view

Name column
This column displays the names of all people you're due to contact. These names appear here if you entered a recontact date for a person in the Contact Log Entry window; the person's name will appear in this list on the day you entered. Names will remain in the list until you remove them.

Click the zoom arrow next to a contact's name to open the Contact Log Entry window.

Overdue column
This column displays the number of days that have passed since you were supposed to recontact the people in the list.

Type column
This column displays the type of relationship each person in the list has with your company.

Date column
This column displays the original dates of your contacts with each person in the list.

Recontact Date column
This column displays the dates you were supposed to recontact each person in the list.

(Action column)
To remove a contact from the list, click the contact in this column, then click the Remove button at the bottom of the Window.

Click the gray box at the top of this column to mark all the contacts in the list. Click again to clear all marks from the Print column.

Print button
Click this button to print the To Do List - Overdue Contacts report.

Remove button
Click this button after marking the action column for each person you wish to remove from the list.

Close button
Click this button to leave this window.