Upcoming Events

The Upcoming Events form is located under the Calendar menu. It's purpose is to give a quick reference to view past, current and future appointments, action items, follow-ups, birthdays and anniversaries.

To change the date range of events, from the drop-down menu select:

• Today
• 7 days
• 14 days

Additional Option: Choose whether to include past due items (if applicable)

Right-Click Menu Options

Action Items:

Edit, Mark Complete, Delete, New Appointment or Action Item

Appointments:

Edit, Delete, New Appointment or Action Item

Birthday/Anniversary:

View Profile

Follow-ups:

Edit, Mark Complete, View Profile