Upcoming Events

The Upcoming Events section is located on the right-hand side of the application. It provides a quick reference for viewing past, current, and future appointments, action items, follow-ups, birthdays, anniversaries, and auto-delivery. If this section is closed, you can reopen it through the Calendar menu.

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

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Additional Information:

• Float, Dock, Auto Hide/Pin, or Close
• Shortcuts Sidebar