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Manage items on your to-do list

Do you have a lot of items on your to-do list that you need to check off? Try our bulk update feature to knock them out in groups of 25.

Updated over 9 months ago

Access your to-do list by going to Sales --> To-do List.

Your CC account has a built-in To-do list for every booking. While these checklists can be very helpful in ensuring that nothing gets forgotten or left out, it can cause a bit of clutter.

You can check complete or delete tasks in groups of 25 at a time using our bulk update feature.

Simply click on Sales -> To-do List, then click on Bulk Update under the New Item button.

When you choose Select All, you can choose to mark them complete or delete them in groups of 25.

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