Date of Next Contact TouchPoint elements can place a desired follow-up task on a user's To Do List. Depending on the type of Follow-up there are different ways to complete the To Do and clear the item from the list.

To Clear Update To Do (set with the Alert Type: Reminder to complete this TouchPoint option):

  1. Click The To Do List Tab
  2. Select the appropriate drop-down and Click Go
  3. Find the Participant and Follow-Up Item
  4. Click Update TouchPoint
  5. Make any necessary updates
  6. Be sure to de-select the Schedule Follow-up Alert option selected
  7. Click Save and then OK
  8. You will return to your To Do List and the Update item will be cleared

To Clear Take To Do (set with the Alert Type: Reminder to take a new TouchPoint option):

  1. Click The To Do List Tab
  2. Select the appropriate drop-down and Click Go
  3. Find the Participant and Follow-Up Item
  4. Click Take Form
  5. Complete fields
  6. Click Save and then OK
  7. You will return to your To Do List and the Take Form item will be cleared

Click here for more information on the To Do List Feature.

Please contact Customer Support if you require additional assistance.

Did this answer your question?