How to run an Action and simultaneously clear the ToDo list
An Action can be set-up to remove items automatically from the ToDo list each time the Action is run. Click here for instruction.
This article describes how to do this on one occasion.
Open the Search window
1: Click Search from the menu - the Search window will open.
Open the Client window
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.
Run/Schedule the Action
1: Click the Debt tab.
2: Click the Action Library tab.
3: Select the required Action.
4: Tick the Delete Outstanding Actions check-box.
5: Select which debt's ToDo items should be deleted.
6: Click Schedule or Run.
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