Upcoming Events provides a quick snapshot of scheduled activity, including appointments, action items, birthdays and anniversaries, and follow‑ups. Accessed from the top navigation bar, the view defaults to showing today’s events, with options to include past‑due items or view events for the next 7 or 14 days. Items can be opened or managed directly from the list, and the full calendar can be accessed from the same menu for broader scheduling needs.
From the top bar navigation next to your user menu, select the calendar button 
to view Upcoming Events.
By default, events for Today will display with the option to Show Past Due (applies only to the Today option). Optionally, you can choose to display Upcoming Events within the next 7 or 14 Days from the drop-down menu.
Tips:
- To view the entire calendar, next to the drop-down menu, select the calendar button
. - Double-click on a task from the Birthday/Anniversary section to open the contact's profile.
- Double-click on a task from the Appointment or Action Item sections to edit or select the delete button
to delete. - Double-click a task in the Follow-up section to reschedule it. Follow-ups will automatically be moved to the future when a new invoice is created.