The Checklist tab on a contact profile lets you track when each task is completed. Checking an item records the current date, adds an entry to the Contact Log, and, if reward points are assigned, they will be added to the contact’s balance. Items can also be unchecked if they need to be used again.
Separate checklists can be created for each of the contact lists (Customer, Unit, and Address), which will then be displayed under each contact profile. See Setting up Checklists for detailed steps.
As items are checked and completed, the current date will be entered in the Date field, and a system entry created under the Contact Log tab.
If points have been assigned to the checklist item and a Reward program has been set up, they will be added to their Reward balance.
