Events Tab. Complete Computer Solutions Representative Payee Manager

Client Information

Events Tab

The Events tab can be used to track both scheduled and completed events of any type. The Event Listing By Date report can be used to print a list of clients with a selected event in a date range.

The fields on this screen are explained below.

 Date - the date an event is scheduled for or was completed.

 Type - the type of event (maintained under Utilities, List Maintenance, Event).

 Category - a category of the selected type of event. The category is optional.

 Memo - enter any notes about the event.

 Complete - check this to mark the event complete.

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