Make a New Appointment (Calendar Day Columns View)

The OA Mobile calendar |Day Columns| view provides the option to view multiple user calendar's simultaneously. This feature can be very useful in a multiuser environment. To make a new appointment in the |Day Columns| view within the OA Mobile calendar, follow the directions below.

  1. From the |Navigation Bar| select the |Calendar| drop down.
  2. Select the |Day Columns| option.
  3. From the calendar |Day Columns| view, select the appropriate calendar for the new appointment. A maximum of Four calendars may be displayed on the screen.
  4. Select the |New Appt| button.
  5. Select the type of appointment you would like to make, you may create an appointment that is not linked to a prospect |Do not link to a prospect|, search for and link the appointment to any existing prospect |Search Prospects|, or add a new prospect and link it to the appointment |Add New Prospect|.
  6. Enter the appointment details.
  7. Select the |Save| button to save the appointment.
  8. If you linked your appointment to a prospect, the appointment will display within the |View Appointment| screen within the |Appt| section.
  9. To view the appointment within the OA Mobile calendar, select the |View My Calendar| button.
  10. Your appointment will display within the selected calendar, at the appropriate day and time interval.

Make a New Appointment in Calendar |Day Columns| View

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