Is it possible to do the same thing - link client's - to to do's? I have tried to do this following the same steps as set forth for appointments but modifying where it seemed necessary for the todo list, but I haven't been able to get this to work for todos. Any thoughts?

Brent wrote:Is it possible to do the same thing - link client's - to to do's?

Yes, you should be able to do this the same way: using the ToDoDaily TO instead of AppointmentsDaily. I can't think of any obvious areas where you'd have a problem. If you'd like to email me the file (john at seedcode.com) I'd be happy to take a look.