Viewing A Contact's Events

From the View Client Screen, click on the Events Button.


This shows you all of the events for JUST the contact record you are on.  It is sorted newest to oldest.

Click to Expand or Collapse
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_VewList 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_EditIcon to go directly to the edit function.

See Also