The following are right-click menu options for Todos, Events, and Progress Updates which can be accessed while in the 1) Record Details,
2. User Data List window: Right-click in Todos, Events, or Progress once in User Data Window
1.
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Record and Related Data and Details: Right-click in the Progress, Todos, or Events
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Menu Options
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Description
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Refresh
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Refreshes data when changes are made
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Display Date Range
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Displays records within a specified due date range
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Hide Done Items
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Toggle to display Done records or not "check to Hide, uncheck to Display
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Add
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Add New record
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Find
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Find Record or Search Database
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Save As
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Saves the record as a new Progress Update, Todo, or Event
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Import
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Import Outlook Email
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Multi-Edit
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Allows edits to multiple records simultaneously for the following fields: Privacy, Who, Due Date, Related Goal and Status. Note: Not available for Progress Updates
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Delete
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Deletes the record
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Edit Details
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Edit the record details
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Email
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Email the record using Outlook, opens email editor
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Print
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Prints Current View or Selection
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View Audit
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Displays the Audit Trail
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View Configuration
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Allows the Administrator to Customize Fields on the View
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