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 ToDos

 

This feature gives you an ability to get an overview of all activities that have been planned by you.

Do you only want to see certain activities?
You can define the activities you want to see according to your wishes/needs/activities and make a grouping.
'Todays ToDos' window shows activities planned for the today.
'Activities' window shows the whole list of activities.

       

You have a possibility to customize the columns in To-Dos window, that means to add / delete fields from the list:

 

  1. icon,
  2. activity type,
  3. priority, clear,
  4. private,
  5. scheduled by,
  6. scheduled for,
  7. associate with,
  8. e-mail,
  9. phone number,
  10. extension,
  11. contact info 1...4,
  12. regarding,
  13. details,
  14. start date,
  15. occur time,
  16. duration,
  17. end date,
  18. recurring appointment.

Right mouse click on the column header opens the menu. Click the Column chooser and move fields from/to the Customization window.



You can also select 2 or more activities with intent to bulk changes (deleting, deactivation, rescheduling for another date, changing the priority). Select activities holding down a modifier key Ctrl + Activities or Shift + Activity range. Right mouse click on Activity field allows you to modify them. E.g. to change date or to clear them.
 

Important Function:

When completing your activities in ToDo list  (calls, transactions, ...), they will be automatically set as "completed" in ACT! as well.

Example:
There is  a call to be made from the above list. In Configuration => Detail Settings => History you put 60 seconds in the field "Set phone call status to done after".  Having completed your call (duration over 60 seconds) it will be cleared from your ToDo list automatically. 

 


Function  Description 
  Only activities from this range will be displayed. Example: You wish to have only future activities to be displayed.  
Define here the period for the activities to be displayed.
Example: All activities scheduled for the period from 2009.10.20 to 2009.10.25 are to be displayed.
Define here the activity types to be displayed. Example: You wish only calls and meetings to be displayed? Make your choice here.
Only the activities of those users that you selected here will be displayed.
If you wish recurring events to be displayed, please check this function.  
   Select a group here for which you would like to display Contacts. If you would like to display ToDos for all contacts, then leave this field empty

This function is useful if you have a lot of ToDos set for your contact and would not like the program to refresh your list since this will slow the program performance. The update time is set in Configuration in Details Settings --> ToDo list under 'Update ToDo List'
Click this button to refresh the list
New settings/ changes will be accepted.
All settings are reset.
Clicking on this button will call the contact (who is marked) that you clicked in your list. If this contact has several numbers, a Popup will open allowing you to choose the needed number. 
The contact linked to the activity will be displayed.
   Clicking this button will call a Company. If this Company has several numbers, a Popup will open allowing you to select from the list. Your ACT! will open on the Company Detail View. This button can be used if you would like to call a number from Company details. This option can be used if you do not know a Contact person.
   The Company linked to this activity will be displayed in Details View in your ACT!
   Click this button to display Contacts without ToDos in your ACT! in List View
   If you resize your window manually by dragging borders and then click this button, the program will set the window to the default size.

 

Important Function:

Let us assume you had a call in the above list. Having completed this call, the entry will be cleared from your activity list.

Example: