Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNew AppointmentReschedule AppointmentMark Appointment DoneCancel AppointmentSet Appointment PendingEdit AppointmentDelete AppointmentOpen Attached ContactNew Contact To DoOpen Prospect DetailsSet Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To DoReschedule Contact To DoDelete a Contact To DoCancel a Contact To DoNew General To DoSet General To Do 'Done'Set General To Do 'Not Done'Delete a General To DoNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Set General To Do 'Not Done'
|General To Dos| are used to create a 'To Do' not linked to a Contact nor Action.
General To Dos will continue to roll over to the next day until set to |Done|.
A |General To Do| that has already been set to status |Done| can be reset to status 'Not Started', 'In
Progress', 'Waiting', or 'Deferred'.
Setting a |General To Do| to any status other than |Done| will resume rolling the |General To Do| over to
each day.
- From the |Navigation Bar| select |Calendar|.
- From |View| select |Day View|.
- Expand the |General To Dos| section.
- Under the |Done| section, select the |General To Do| that you would like to set to status |Not Done|.
- Select the |Edit| button.
- Select an alernate status such 'In Progress'.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will now be displayed within the |Rolling| section of |General To Dos| and will now roll over each day until set once again to status |Done|.
Until set to status |Done|, |General To Dos| will continue to roll over each day.
|General To Dos| are used to create a 'To Do' not linked to a Contact nor Action.
General To Dos will continue to roll over to the next day until set to |Done|.
A |General To Do| that has already been set to status |Done| can be reset to status 'Not Started', 'In
Progress', 'Waiting', or 'Deferred'.
Setting a |General To Do| to any status other than |Done| will resume rolling the |General To Do| over to
each day.
- From the |Calendar| drop down menu select |Day|.
- Under the |Done| section, select the |General To Do| that you would like to set to status |Not Done|.
- Select the |Edit| button.
- Select an alernate status such 'In Progress'.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will now be displayed within the |Rolling| section of |General To Dos| and will now roll over each day until set once again to status |Done|.
Until set to status |Done|, |General To Dos| will continue to roll over each day.
© 1991-2025 - Baseline Data Systems, Inc.