How to Add a To-Do for a Customer | Scribe

    How to Add a To-Do for a Customer

    • 10 steps |
    • 25 seconds

    Adding a General To-Do

    1
    To add a general To-Do Click "Accounts"
    2
    Click "To-Do's"
    3
    Click "Add New To-Do"
    4
    Add in the task and save

    Adding a Client Specific To-Do

    5
    To add a To-Do on a specific client Click "Accounts"
    6
    Click "All Customers"
    7
    Click "Actions" next to the customer you want to add the To-Do for
    8
    Click "Edit"
    9
    Click "Add Todo"
    10
    Add in the task and save