Drag and Drop directly onto the Mpro Calendar and create a Todo or Event. Use this method when you would like to create a stand-alone Todo or Event in a specific time slot in your calendar. You can also link Todo's or Events to existing Mpro records.
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Open the ManagePro Calendar |
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Open MS Outlook, if it is closed, and select a message to be dragged and dropped |
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Drag the Outlook Message down to the ManagePro application found in your Task Bar, doing so makes MPro active |
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When Mpro becomes the active application (on top of all other open applications) continue to drag the email message directly onto the calendar |
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Simply make a selection to convert the dropped item to a Todo or Event |
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Mpro will convert the email message and open the details window for either the Todo or Event. |
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The date and time entered of the item you are dropping will be the current date and time where the email is dropped in the calendar, unless you manually change it. |
Example:
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Click Save Changes. |
