The Agenda View shows all tasks and appointments for the selected week, grouped by date, and is the default calendar view. Appointments that span multiple days appear on each applicable day, and all‑day appointments are displayed above other appointments for that day.
Action Item / Samples and Appointments
- Edit:
Double-click the task or appointment to edit it.
- Delete:
To delete an action item or appointment from the Action Item tab of the contact's profile or Upcoming Events sidebar, select the delete button
next to the task or appointment.- Add or Create:
-
Action items can be created by selecting the action items button
on the calendar toolbar or the contact's profile toolbar. Alternatively, select the add action item button 
from the Action Item tab on the contact's profile. Appointments can be created by selecting the new appointment button
on the calendar toolbar or the contact's profile toolbar.
Birthdays, wedding anniversaries, and invoice follow-up dates can all be accessed from the Main tab of a contact's profile and from the Upcoming Events sidebar. View
