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Daily calendar listing to contact records

New Member
Posts: 2
Country: United States

Daily calendar listing to contact records

Hey guys:  If I press the daily calender button I get a list of contacts for whom I have scheduled activities; how do I get these contact records accessed so that I can review, modify and update them, please?
Nickel Contributor
Posts: 220
Country: USA

Re: Daily calendar listing to contact records

I start out those days like this:

 

First I bring up my tasklist and do a lookup of all tasks for today.

 

Next, click the icon on the top menu bar that looks like a magnifying glass. This will create a lookup of all contacts in the current task list view.

 

Now you have a lookup of all contacts you have activities with today. scroll through and edit as you please

Matt Pulsts
Your Intown Handyman
Atlanta, GA