peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida
Tutorials
Getting Started Guide
72
3
Entering an Event Action Item
Let’s create an event to remind us of a meeting tomorrow with one of our
customers.
customers.
1
Select the Event button.
T
2
Select Customer/Prospect as the type of event. In the ID field, type FR (in
capital letters) and press
capital letters) and press
e.
Peachtree Accounting automatically continues filling in the field with
the Customer ID FREEMAN-01. The customer name below the ID field
displays Freeman Enterprises/Darlene Freeman.
the Customer ID FREEMAN-01. The customer name below the ID field
displays Freeman Enterprises/Darlene Freeman.
3
Type 3/16/03 as the date and press
e.
You can also use the pop-up calendar to enter the date.
4
Now select the Meeting option as the Event Type and press
e to move
to the Note field. Type the Note as 12:00 Lunch meeting with Ms.
Freeman to go over new contract. Press
Freeman to go over new contract. Press
e.
5
Select the Display in Action Items check box and enter one (1) day before
the event.
the event.
6
Select
5 to save the event. Click the Close button to close the Create
Event window.
You will now see the event we just created in the Activities section of the
Events tab. The event is scheduled for tomorrow. We elected to have the
event appear a day ahead of time to remind us of the meeting.
Events tab. The event is scheduled for tomorrow. We elected to have the
event appear a day ahead of time to remind us of the meeting.