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
Delete a General To Do
|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|.
To |Delete| a |General To Do|, follow the directions below.
- From the |Navigation Bar| select |Calendar|.
- From |View| select |Day View|.
- Expand the |General To Dos| section.
- Select the |General To Do| that you would like to |Delete|.
- Select the |Delete| button.
- Confirm the |Delete| action by selecting the |Delete| button from the prompt.
|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|.
To |Delete| a |General To Do|, follow the directions below.
- From the |Calendar| drop down menu select |Day|.
- Select the |General To Do| that you would like to |Delete|.
- Select the |Delete| button.
- Confirm the |Delete| action by selecting the |Delete| button from the prompt.
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