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
Set General To Do 'Done'
|General To Dos| are used to create
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 mark a
|General To Do|
as
|Done|,
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 mark as |Done|.
- Select the |Set To Done| button.
- Confirm the action by selecting the |Set To Done| button.
- Select |View My Calendar|.
- The |General To Do| will appear under the |Done| section of |General To Dos| and will no longer roll over to the next day.
Pending
|General To Dos|
continue to roll over each day until marked
|Done|.
|General To Dos| are used to create
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 mark a
|General To Do|
as
|Done|,
follow the directions below.
- From the |Calendar| drop-down menu, select |Day|.
- Select the |General To Do| you want to mark as |Done|.
- Select the |Set To Done| button.
- Confirm the action by selecting the |Set To Done| button.
- Select |View My Calendar|.
- The |General To Do| will appear under the |Done| section of |General To Dos| and will no longer roll over to the next day.
Pending
|General To Dos|
continue to roll over each day until marked
|Done|.
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