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' that is not linked to a Contact or 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 the status |Done| can be reset to the status |Not Started|,
|In Progress|, |Waiting|, or |Deferred|.
Setting a |General To Do| to any status other than |Done| will resume rolling it 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| you want to set to the status |Not Done|.
- Select the |Edit| button.
- Select an alternate status such as |In Progress|.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will now appear in the |Rolling| section of |General To Dos| and will continue to roll over each day until it is once again set to the status |Done|.
Until set to the status |Done|, |General To Dos| will continue to roll over each day.
|General To Dos| are used to create a 'To Do' that is not linked to a Contact or 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 the status |Done| can be reset to the status |Not Started|,
|In Progress|, |Waiting|, or |Deferred|.
Setting a |General To Do| to any status other than |Done| will resume rolling it over to each day.
- From the |Calendar| drop-down menu, select |Day|.
- Under the |Done| section, select the |General To Do| you want to set to the status |Not Done|.
- Select the |Edit| button.
- Select an alternate status such as |In Progress|.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will now appear in the |Rolling| section of |General To Dos| and will continue to roll over each day until it is once again set to the status |Done|.
Until set to the status |Done|, |General To Dos| will continue to roll over each day.
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