Upcoming Events

The Upcoming Events form is located under the Calendar menu. Its 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
• Choose whether to Show Past Due items (if applicable)

Right-Click Menu Options

Action Items

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

Appointments

Edit, Delete, New Appointment or Action Item

Birthday/Anniversary

View Profile

Follow-ups

Edit, Mark Complete, View Profile