I am wondering if there is a way to print a list of daily to-dos that are scheduled.
I managed to find a look up client activity to see who had new things added, but the look up it generates doesn't show what was added.
For example, if I want to schedule a to-do on a contact to make a purchase for him, or to call I want the list to say "Smith, Bill Call to sell XXX" is this possible?
I will need to do this on a daily basis and if possible for a range of dates (say over a weekend, I want to know all the things that are scheduled for Sat/Sun on Friday so we can take care of those activities). Does this make sense?