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 |
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Sort contacts by due date
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Exit current screen |
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Display calendar |
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