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The Do List
The 'DO' screen provides a means of creating do-lists for individual contacts. 'Do' tasks can be anything that you need to do for a contact or possibly a record of some involvement this person has with other events that occur on a particular date.

The system also allows for the creation of 'Do' programs. These can be multiple do-step programs (i.e. marketing or followup programs) that need to be re-used. 'Do' programs can be ssigned to contacts from this screen or from a central 'Do' admin screen. The 'Do' admin screen screen also provides a central location for viewing and navigating to all of your 'Do' tasks.


 

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Last modified: Sunday April 19, 2009.