Communications > Working with Communications functions > Creating a Follow-Up To Do

Creating a Follow-Up To Do

You can create a Follow-Up To Do for a Phone Message, Phone Call, or Saved E-mail by selecting the item in a Communications list, right-clicking on the list, and choosing Follow Up. Or, open the Communication's Details dialog and click Follow Up at the bottom.

In either case, a new Event Details dialog appears, with much of the information auto-populated. Complete the rest of the information, and then click OK.