How to filter items to view in a To Do list
To see how to open the To Do list click here.
Selecting Dates
1: Default dates show when you first open the To Do list.
2: Select a date from the pop out calendar.
or
3: Type a data using "/" to separate Day / Month / Year.
Select Action
All Actions will show the complete list.
1: The Action Type shows in the type column.
2: Select the Action Type from the drop down list.
3: The list will be refreshed to show your selection.
Select Introducers
1: Select an Introducer from the drop down list.
2: Although the Introducer does not show in the table, the list will be refreshed showing only the claims from the selected Introducer.



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