How Do I Complete A Task Item

There are two places you can complete a call/task item. You can do this from the Client Profile page or the Today tab.

1. Go to the Today tab.

2. Tick box to complete the task item.

From The Client Profile Page

1. Go to a Client Profile.

2. On the lower right of the page is the Activity section. Tick box to complete the item.

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Last updated on June 11, 2020