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 tasks that are not
linked to a contact or action.
General To Dos continue to roll over to the next day until marked
|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| you want to delete.
- Select the |Delete| button.
- Confirm the deletion by selecting the |Delete| button.
|General To Dos| are tasks that are not
linked to a contact or action.
General To Dos continue to roll over to the next day until marked
|Done|.
To delete a
|General To Do|,
follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow, then select |Day|.
- Select the |General To Do| you want to delete.
- Select the |Delete| button.
- Confirm the deletion by selecting the |Delete| button.
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