Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarCalendar Day ViewNew AppointmentReschedule AppointmentMark Appointment DoneEdit AppointmentDelete AppointmentCalendar Week Agenda ViewCalendar Week Schedule ViewCalendar Month Agenda ViewCalendar Day Columns ViewCalendar Week Columns ViewNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Calendar Day View
The OA Mobile Calendar provides Six different display views, Day View, Week View, Week Schedule, Month View,
Day
Columns and Week Columns. |Day View| is divided into 3 sections, Appointments, Contact To Dos's and General
Todos.
To access the calendar |Day View|, follow the directions below.
- From the |Navigation Bar| select |Calendar|.
- Select |View|Day View|.
- The calendar |Day View| will display showing your collapsed 'Appointments', 'Contact To Dos' and ' General To Dos'.
- A: Select the |Navigation Bar| then |Calendar| to open the calendar.
- B: Displays the current selected day.
- C: Use |VIEW| to change calendar views (Day View, Week View, Week Schedule, Month View, Day Columns and Week Columns).
- D: Move back one week.
- E: Move forward one week.
- F: Select a specific day of the week.
- G: Use the drop down arrow to switch to a different user calendar (used for multiuser accounts).
- H: Displays appointments, selecting the button will expand/collapse these items.
- I: Add a new |Appointment|.
- J: Displays |Contact To Dos|, selecting the button will expand/collapse these items.
- K: Add a new |Contact To Do|.
- L: Displays |General To Dos|, selecting the button will expand/collapse these items.
- M: Add a new |General To Do|.
- N: Expand/Collapse |Appointments|.
- O: Displays the time line. Selecting any time slot opens the |Add Appointment| screen for the selected time slot.
- P: Shows blocked out time line for set appointment.
- Q: Shows a 'Completed Appointment' (colored green).
- R: Shows an 'Uncompleted' (colored red) |Appointment|.
- S: Displays |Contact To Dos|, selecting the button will expand/ collapse these items.
- T: Shows an 'Uncompleted' (colored red) |Contact To Do|. Uncompleted |Contact To Dos| roll over to the next day.
- U: Shows a 'Completed' (Green) |Contact To Dos|. Completed (Done) |Contact To Dos| do not roll over to the next day.
- V: Displays |General To Dos|, selecting the button will expand/ collapse these itmes.
- W: Shows a 'Uncompleted' |General To Dos| with a priority (A99) set. |General To Dos| can be organized via priority and subpriority. Uncompleted |General To Dos| roll over to the next day,
- X: Shows a 'Completed Contact To Do' (colored green).
- Y: Shows an 'Uncompleted Appointment' (Colored Red).
The OA Mobile Calendar provides Six different display views, Day View, Week View, Week
Schedule, Month View, Day
Columns and Week Columns. |Day View| is divided into 3 sections, Appointments, Contact To Dos's and General
To Dos.
To access the calendar |Day View|, follow the directions below.
- From the |Navigation Bar| and from the |Calendar| drop down arrow select |Day View|.
- The calendar |Day View| will display 3 columns to include 'Appointments', 'Contact To Dos's', and 'General To Dos'.
- A: Opens the calendar.
- B: Display the current calendar mode e.g. 'Day View'.
- C: Use the drop down arrow to change calendar views (Day View, Week View, Week Schedule, Month View, Day Columns and Week Columns).
- D: Move back one week.
- E: Displays the current selected day.
- F: Move forward one week.
- G: Select a specific day of the week.
- H: Column displays |Contact to Dos|, selecting the button will expand/collapse these items.
- I: Use the drop down arrow to switch to a different user calendar (used for multiuser accounts).
- J: Add a new |Contact To Do|.
- K: Add a new |General To Do|.
- L: Column displays appointments, selecting the button will expand/collapse these items.
- M: Add new appointment.
- N: Displays 'Uncompleteded' (colored red) |Contact To Dos|, selecting the button will expand/collapse these items. Uncompleted |Contact To Dos| will roll over to the next day.
- O: Displays 'Uncompleted' |General To Dos|, selecting the button will expand/collapse these items. Uncompleted Contact To Dos will roll over to the next day.
- P: Column displays |General To Dos|, selecting the button will expand/ collapse these items. Uncompleted General To Dos will roll over to the next day.
- Q: Displays the time line. Selecting any time slot opens the |Add Appointment| screen for the selected time slot.
- R: Shows an 'Uncompleted' (colored red) |Contact To Do|. Uncompleted |Contact To Dos| will roll over to the next day.
- S: Displays |Completed Contact To Dos|, selecting the button will expand/ collapse these itmes. Completed |Contact To Dos| will not roll over to the next day.
- T: Shows an 'Uncompleted' |General To Do| with a priority (A99) set. |General To Dos| can be organized via priority and subpriority and roll over to the next day.
- U: Shows a 'Completed' (Green) |General To Dos|. Completed (Done) |General To Dos| do not roll over to the next day.
- V: Shows blocked out time line for set appointment.
- W: Shows a 'Completed Appointment' (colored green).
- X: Displays completed (colored green) |Contact To Do|, selecting the button will expand/ collapse these itmes. Completed |Contact To Dos| will not roll over to the next day.
- Y: Displays an uncompleted (colored red) appointment.
Subtopics
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