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how to create an 'onopen' to do list

Question asked by m.mcdonell on May 18, 2012
Latest reply on May 18, 2012 by philmodjunk


how to create an 'onopen' to do list


Before I spend time with trial and error, maybe someone can help. I would like to have an onopen script that displays a list:

sales - a list of all clients based on a date frequency. They use a call back date field. 

I figure a simple find, listing date perameters and salesperson/username will do. Is there a perferred way?