Accountants Enterprise only
You can view all the notes associated with a To Do item.
To view notes added to a To Do Item
-
Find and open the relevant client, contact, employee, assignment or supplier page.
-
Click the To Do tab.
-
Identify the To Do item and click its hyperlink in the Subject column. The To Do wizard opens on the Main tab by default.
-
Click the Notes tab. All notes for this To Do item are listed, the latest at the top.
-
Click each Title to reveal its contents in the bottom pane.
-
Click Finish. The To Do wizard closes.