When Logging In
When you log in and there are communication notes that are due or overdue, a “To-Do” list will be presented. By clicking the Edit button, you can see the details of the communication.
When you mark an activity complete, it will no longer be shown on the to do list when logging in, but it can still be viewed or edited from the Communications module.
Clicking the “Open Related” button, either for a highlighted note on the Communications list or when editing a Note, will bring up the record where that communication was created. For instance if it was an inventory item message it will open to that inventory record.
View Notes Due Today
If you want to get access to this To-Do list, you do not have to log back into the company data. Instead, from the Tools menu, choose View Notes Due Today to restore this screen.
