To Do List items can be moved, marked complete, or deleted by selecting one or more entries and choosing the desired option from the toolbar or right‑click menu. Moving changes the due date, marking complete removes the item and updates the Last Contact date, and deleting removes it without updating the contact record. Filters and column sorting help review and manage overdue items efficiently
From the main toolbar, select Calendar, then the To Do List tab (or from the Calendar menu, select To Do List).
Select one or more items to highlight, then from the toolbar, choose one of the options below (or right-click and select either Move, Mark Complete, or Delete).
Options:
Move
Mark as Complete
Selected item(s) will be removed from the calendar, and the Last Contact field will be updated with the current date.
Delete
Selected item(s) will be removed from the calendar without updating the date in the Last Contact field.
Tip: Ensure Inactive and Bring Forward Followups filters are selected from the Filter sidebar, and click the Due column header to sort before selecting and deleting items.
Additional Information:
- Not finding a calendar item? From the Filter sidebar, ensure that Bring Forward Followups is checked along with other filtering options.
- To change the sort order of the list, click one of the column headers (Type, Priority, Due, Description, Follow-up, Preferred, Best Time to Call, or Linked To).
- To block select multiple items select the first row then press and hold the Shift key then left click on the last row.
- To select multiple items that are not together, while holding Ctrl key left click on each row.
- Double-click or use the right-click menu on calendar items for quick functions.
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