a)

The up to and including date defines the criteria for the next contact list.

b)

Consultant is the team member whose next contact list is to be viewed. The *ALL* option selects all consultants items.

c)

Enables the viewing of a document alongside the row entry

 

The grid displays a list of outstanding next contacts for the chosen consultant.

 

 

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Search for contacts based on selected consultant / date criteria

 

 

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Print consultants contact diary

 

 

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Create PDF file of user’s contact for the date selected. When selecting this option you will be requested to enter a file name for the file. PDF files replicate printed output and FREE readers are available

 

Sort contacts by due date

 

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Exit current screen

 

 

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Display calendar


Related Topics

Contact management