Using the Task Manager - Header
If you are using Mac OS X, note that you will need to open the drawer to see the fields described in the list below. To open the drawer, click the button on the right-hand side of the Button Bar:
- Person, Type, Customer, Priority, Class, Period
- If the list of Activities is a long one, you can reduce it to show Activities of a particular Person, Type, Customer and/or Priority (and, if you are using Mac OS X, Class and/or Period) in any combination using the fields above the list. For example, to list sales calls, enter the appropriate Activity Type in the Type field and press Tab or Return. To further reduce the list to show calls to be made to a particular Customer, enter the appropriate Customer Number in the Customer field and press Tab or Return once more.
- Your own Private Activities will be shown, but those of other users will not.
- You can use 'Paste Special' from the Person, Type, Customer, Class and Period fields to ensure the correct entry.
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