Table of Contents
Welcome to OA Mobile SupportContactsAdd New ContactShow Paste OptionsDeleting a ContactSearching ContactsCreate a New CategoryAttaching Files From OneDriveAttaching SharePoint FilesProspectsLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Contacts
OA Mobile |Contacts| provides search, sort, and organization tools for your
contacts.
The dropdown menu provides navigation to additional contact management and search features within the OA
Mobile App.
- A: Selecting the |Contacts| option from the OA Mobile Navigation Bar opens the default |A-Z| contact search screen. If you previously selected another search method, OA Mobile will return to your most recent search selection.
- B: The |A-Z| search works together with option |F| (see screenshot above). This allows you to search contacts alphabetically by |First Name|, |Last Name|, or |Company Name|.
- C: Use the |Add New Contact| button to create a new contact in OA Mobile. If you have additional contact data that needs to be imported, please contact support@oamobile.com for assistance.
- D: The |Find Contact by Name| feature allows you to search using part or all of a contact's |First Name|, |Last Name|, and/or |Company Name|. In most cases, entering only a few characters will quickly locate the desired contact.
- E: The |More Options| feature provides access to additional OA Mobile search options, including searches by: |Recent Contacts|, |Categories|, |Any Company|, |Phone Numbers|, |Email Addresses|, |Streets|, |Location|, |Custom Fields|, |Create and Edit Dates|, and |Most Recent Searches|.
- F: This option controls how the |A-Z| buttons search. You can configure the search buttons to search by |First Name|, |Last Name|, or |Company Name|.
- G: Use the |A-Z| buttons to quickly search contacts alphabetically based on the selected search method.
- H: You can filter your OA Mobile searches to include contacts from |My Phone Book|, your |Prospect Spreadsheet|, or both.
|My Phone Book| is commonly used to separate frequently used contacts from
other contact records.
This can be especially useful when searching for personal contacts.
|Prospects| are contacts that have been added to your spreadsheet.
OA Mobile |Contacts| provides search, sort, and organization tools for your
contacts.
The dropdown menu provides navigation to additional contact management and search features within OA Mobile
Desktop.
- A: Selecting the |Contacts| option from the OA Mobile Navigation Bar opens the default |A-Z| contact search screen. If you previously selected another search method, OA Mobile will return to your most recent search selection.
- B: The |A-Z| search works together with option |G| (see screenshot above). This allows you to search contacts alphabetically by |First Name|, |Last Name|, or |Company Name|.
- C: The quick-list dropdown arrow provides direct navigation to: |Search|, |Add New Contact|, |Categories|, |Most Recent Searches|, and |Recent Contacts|.
- D: Use the |Add New Contact| button to create a new contact in OA Mobile. If you have additional contact data that needs to be imported, please contact support@oamobile.com for assistance.
- E: The |Find Contact by Name| feature allows you to search using part or all of a contact's |First Name|, |Last Name|, and/or |Company Name|. In most cases, entering only a few characters will quickly locate the desired contact.
- F: The |More Options| feature provides access to additional OA Mobile search options, including searches by: |Recent Contacts|, |Categories|, |Any Company|, |Phone Numbers|, |Email Addresses|, |Streets|, |Location|, |Custom Fields|, |Create and Edit Dates|, and |Most Recent Searches|.
- G: This option controls how the |A-Z| buttons search. You can configure the search buttons to search by |First Name|, |Last Name|, or |Company Name|.
- H: Use the |A-Z| buttons to quickly search contacts alphabetically based on the selected search method.
- I: You can filter your OA Mobile searches to include contacts from |My Phone Book|, your |Prospect Spreadsheet|, or both.
|My Phone Book| is commonly used to separate frequently used contacts from
other contact records.
This can be especially useful when searching for personal contacts.
|Prospects| are contacts that have been added to your spreadsheet.
Subtopics
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