To view contact alerts
1
Click To Do List in any command centre. The To Do List window appears.
2
Click the Contact Alert tab. A list of all individuals and businesses
you need to contact appears.
NOTE:
Reminders that fall on a closed day If the recontact date
falls on a day that you have indicated as being closed in the Business
Calendar (accessible from the Setup menu), the reminder will appear
on the business day prior to the recontact date.
The Overdue column shows how many days have elapsed since the
recontact date you specified on the contact log entry.
To clear a reminder from the list, click in the select column next to
the contact log entry and then click Remove.
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