My Adapt: General

The General page provides a quick look at appointments and tasks due today (or past due). It also allows access to favorite records, records you've accessed today and recent saved searches.

You can hide or show records by clicking the small arrow to the right of the heading.

You can refresh the screen by clicking on the circling arrows next to the Home title.

Calendar

The Calendar area displays appointments for the current day. Clicking on the Appointment takes you to your Calendar page where you can access more information about the appointment. (See My Adapt: Calendar.)

Tasks

The Tasks area displays tasks either due today or past due. You can use the Status field to indicate whether you want to view Completed, Not Completed or All tasks. Clicking on the Task subject takes you to the Task Detail window where you can edit the Task's content.

If there are more tasks than can be displayed on the General page, you can click on the arrows below the list of tasks to move forward or backwards through the list.

Searching

The Searching area displays your last 5 saved searches. Clicking the All Searches button takes you to the Saved Searches page. (See Navigating Saved Results.)

You can click on the number of search results to be taken to the Search Results grid.

Favorites

The Favorites area displays records that you have set as a Favorite (by clicking the Add to Favorites option). Clicking on the record name takes you directly to the record.

Today's History

The Today's History area displays records, searches, areas, etc. that you have accessed today. Clicking on the record, search, area, etc. takes you directly to that record, search or page.