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   To find To Dos for an account, contact, or opportunity:

1. Select the Activity tab. If you navigated from the:

• Account window, the Account region displays the prefilled Account Name, Number, and Account Code fields.

• Contact window, the Contact region displays the prefilled Contact Name and Number fields; and the Account region displays the prefilled Account Name, Number, and Account Code fields.

• Opportunity window, the Opportunity region displays the prefilled Opportunity Number and Description fields; and the Account region displays the prefilled Account Name, Number, and Account Code fields.

You can change any of the displayed search criteria. For example, if you navigated from an account window and you want to view To Dos for a contact at this account, you can enter the contact's name or number in the Contact region. Conversely, if you had been viewing To Dos for a contact and you now want to view all To Dos for the account, clear the contact region.

2. Enter other search criteria.

You can further narrow your search by entering information in any of the Assigned To, Due Date, or Status fields.

Assigned To: This field lets you search for the person assigned to the To Dos. Enter the employee's name in this field.

Due Date: This field lets you search by entering a start date and an end date range.

Status: This field lets you search for Opened or Closed To Dos. When entered, a To Dos defaults to Opened.

3. Choose Find to display the To Dos matching your search criteria.