Viewing A Contact's Events
Contents
From the View Client Screen, click on the Events Button.
Overview
This shows you all of the events for JUST the contact record you are on. It is sorted newest to oldest.
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| Calendar Events For This Contact |
Event Perspectives
You can narrow the list by clicking on perspectives. The list is based on the Due Date or the Completed Check Box.
Event Details
Click on the Event Description to drill down to the Event Details. You can also click on the 
Icon to drill down to the details.
You can complete an event or add notes from the Details Screen.
Editing The Event
Click on the 
Icon to go directly to the edit function.
See Also