1: Click Search from the menu - the Search window will open.

1: Enter some Search Criteria

OR press Enter to display all clients.

2: Double click on the required client - the Client's window will open.

1: Click on the Debt tab.

2: Click the Action Library tab.

3: Select the required Action.

4: Select which User's ToDo list the Action should be scheduled to and when for, or choose Auto Assign from the drop-down list. Click here for instruction on setting up auto-assign.

5: Click the Reminder check-box if required. Click here for instruction on reminder set-up.

6: Click Schedule - the Action will now appear in the relevant ToDo list in black text and will change to red text once the appointed time arrives.