A. A note is for historical purposes to document a visit, an incoming call, their favorite sports team, etc.  Something you want to make a note of maybe for future reference but with no tasks to create going forward.  A To Do is a reminder to do something today or in the future. Something you’d like to do say next Monday.  You’d create a new Task to remind yourself on next Monday to buy flowers to welcome a new resident.  Then next Monday this item will show up on your to do list in Advantage Anywhere for the day and time you specify.  An Appointment is for when you are meeting someone for lunch, have a home visit scheduled, or something like a personal doctor’s appointment.  Creating an appointment allows this item to show up on your calendar (see above question on how to print your daily calendar).  An appointment requires the link to the client/prospect/resident/co-worker etc.