View Upcoming Events
Upcoming Events are a snapshot of your Appointments, Action Items, Birthday/Anniversary, and Follow-ups.
- From the top bar navigation next to your user menu, click
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
. - Double-click on a task from the Birthday/Anniversary group to open the contact's profile.
- Double-click on a task from the Appointment or Action Item groups to edit or
to delete. - Double-click on a task from the Follow-up group to move to a different date. Follow-ups will automatically be moved to the future when a new invoice is created.