To Do Tab (Members)
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To Do Tab (Members) |
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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
| 1 | On the To Do tab, click Add. |
| 2 | When 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.
| 3 | Click OK. |
Changing or Completing a To Do Item
| 1 | On the To Do tab, select the entry you want to change. |
| 2 | Click 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 |
| 3 | Make 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
| 1 | On the To Do tab, select the entry or entries you want to delete. |
| 2 | Click Delete. |
| 3 | Confirm the deletion. |