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45.3 Customising the To Do List |
  
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45.3 Customising the To Do List |
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45.3.1 The To Do list is derived from different sources in Latitude. You can customise which of these sources that Latitude will check/include in the To Do list by doing the following:
From the Ribbon, click 'Administration' and select Setup
Click 'Other' tab and where it says 'Include in ToDos', tick the items you want
45.3.2 A To Do item will appear on the list when it meets the following condition:
Diary: Any Diary Items falling in this month or any "Persistent" items from the past that are not marked complete.
Invoices: Any invoice that falls due during this month and is still outstanding.
Employees: Staff birthdays, employment anniversaries or employee notes falling in the current month
Jobs: Job notes with start date or expected date within the current month or are not completed
Contacts: Business Contacts notes within the current month.
Job Task: Tasks' with start date or expected date within the current month or are not yet completed.
45.3.3 If you have selected to 'Show User Information on Main Menu' option in Setup Latitude, you can see a count of the number of To Do items you have for the day from the Home Screen.