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ToDo's

To use this function, please create Activities in one or several of your contacts in ACT!
After that open the Activity Window Dial IT using the corresponding Icon: .
Subsequently a window opens where you can view all created activities. See the chapter ToDo's for further information.
Having done this, open the Dial IT configuration and select under the tab Detail settings → ToDo List the activities which shall be displayed later.

Having finished the setting click on OK.
According to your settings your Dial IT Activity list will only display the activities selected in your configuration. 

Example:
You have a list with 10 scheduled calls that have to be done today. You can set the list so that the first and each following call will or will not be removed from the Activity list after being started. Further definitions can be made when clicking on the   Icon .




Function  Description 
Show Activity types                                      Define the types that shall be displayed. You can select from all the Activity types available in ACT!, e.g. Call, Meeting, Completion,  .... 
Activity type   
Never clear activity 
Clear activity after completion of call
Clear activity when call is connected		 Define what should happen to the activity after completion. 
 Show ToDo list at start Activation of this option shows the ToDo list with each start. So you can always see the activities you still have to do.
Update ToDo list 
                                                                                   		 Automatic update of the ToDo list after the defined interval - e.g. the list is updated every 10 minutes. This makes sense if other users are scheduling activities for you. 
 Display ContactInfo in ToDo-List. It might take long time to display a big number of records and details. If you would like not to slow the Dial IT program performance you will need to enable 'Load ToDo List manually with Refresh button' on the ToDos tab .  Select from the drop-down list what information about the contact you would like to be displayed. Leave these fields empty if you do not wish to display any details.
 Warn if activity scheduled for a weekend? Having activated this function, you will be alerted if the scheduled activity is on a day off with the option to postpone it to the next workday.



See also
Create Activity
History