Profile: Action Items tab

The Action Items tab displays tasks and follow‑ups associated with a contact, which can be created and updated either from the contact profile or through the calendar.

 From the sidebar navigation, click Contacts, then Contact List. Select the checkbox to the left of the contact, then select the edit buttonto open the profile. Or from the Actions menu on the profile slideout, choose Edit Profile, then select theAction Items tab to open.

Action Items

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• (1) Date: Date of the action item
• (2) Follow-up: The action item type, which allows you to group them
• (3) Description: The description of the action item
• (4): Click to delete the action item
• (5): Create a new single or repeating action item.

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Additional Information:

• Birthdays, Follow-ups/Tasks, and Appointments
• Action Items Overview
• Create a Single, Multiple, or Repeating, or Action Items
• Edit, Complete, or Delete an Action Item
• View Upcoming Events