To Do Tab (Members)


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Note: The tab pages to display, and the order in which they appear, are controlled via Preferences.

A To Do entry is simply a reminder of something the that needs to be done for this member. It doesn't normally represent something the member personally needs to do, because the members don't normally see this data, but you can use it any way you wish.

Note: If you want to be notified of open To Do items when MemberTies starts, the Login Preference to display open To Do's on startup must be turned on

Adding a To Do Item

1On the To Do tab, click Add.
2When the New To Do window opens, complete the following fields:

 Description - A brief description of the required action

 Due Date - The date the To Do is to be completed

 Prompt - The number of days ahead of the Due Date you want to be reminded of the To Do Item.

 Complete - Select this option if this item has already been completed (perhaps you're entering it for historical purposes). This causes the Completed Date field to be filled in with the current date.

3Click OK.

Changing or Completing a To Do Item

1On the To Do tab, select the entry you want to change.
2Click Open. This will open the maintenance window for the selected record.
To complete the item, mark the Complete checkbox
To reopen the item, clear the Complete checkbox
3Make your changes, then click OK.

Changing the Completed Date

The system enters the data automatically when the Completed checkbox is marked, but if you want to change the date, you can click in the Completed Date field and type a new date. You can also change the name in the Completed By field if necessary.

Deleting a To Do Item

1On the To Do tab, select the entry or entries you want to delete.
2Click Delete.
3Confirm the deletion.