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
tasks that are not linked to a contact or action.
General To Dos continue to roll over to the next day until marked
|Done|.
A |General To Do| that has been marked
|Done| can be changed to
|Not Started|,
|In Progress|,
|Waiting|, or
|Deferred|.
Changing a General To Do to any status other than
|Done| will cause it to resume
rolling over 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 change to a different status.
- Select the |Edit| button.
- Select a status other than |Done|, such as |In Progress|.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will appear in the |Rolling| section of |General To Dos| and will continue rolling over each day until it is marked |Done| again.
|General To Dos| continue to roll over
each day until marked |Done|.
|General To Dos| are used to create
tasks that are not linked to a contact or action.
General To Dos continue to roll over to the next day until marked
|Done|.
A |General To Do| that has been marked
|Done| can be changed to
|Not Started|,
|In Progress|,
|Waiting|, or
|Deferred|.
Changing a General To Do to any status other than
|Done| will cause it to resume
rolling over each day.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow, then select |Day|.
- Under the |Done| section, select the |General To Do| you want to change to a different status.
- Select the |Edit| button.
- Select a status other than |Done|, such as |In Progress|.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will appear in the |Rolling| section of |General To Dos| and will continue rolling over each day until it is marked |Done| again.
|General To Dos| continue to roll over
each day until marked |Done|.
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