Upcoming Events

Upcoming Events is located on the right-hand side of the application. If closed, it can be reopened from under the Calendar menu (or from the Events group on the main toolbar, click Events). Its purpose is to give a quick reference to view past, current, and future appointments, action items, follow-ups, birthdays, anniversaries, and auto-deliveries.

To change the date range of events, from the drop-down menu select: Today 7 days 14 days Choose whether to Show Past Due items (if applicable) Right-Click Menu Options Appointments: Edit, Delete, New Appointment or Action Item Action Items: Edit, Mark Complete, Delete, New Appointment, Action Item, or View Profile Auto Deliveries: New Auto Delivery, Edit, Delete, View Profile, Invoice, and Move To Birthday/Anniversary: View Profile Follow-ups: Edit, Mark Complete, View Profile