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 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 set a |General To Do| to status |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| that you would like to set to status |Done|.
- Select the |Set To Done| button.
- Confirm the action by selecting the |Set to Done| button on the prompt.
- Select |View My Calendar|.
- The |General To Do| will now be displayed within the |Done| section of |General To Dos| and will no longer roll over to the next day.
Until set to status |Done|, |General To Dos| will continue to roll over each day.
|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 set a |General To Do| to status |Done|, follow the directions below.
- From the |Calendar| drop down menu select |Day|.
- From |General To Dos| select the item you'd like to set to status |Done|.
- Select |Set to Done|.
- From the prompt, confirm the action by selecting the |Set to Done| button.
- Select |View My Calendar|.
- The |General To Do| will now be displayed within the |Done| section of |General To Dos| and will no longer roll over to the next day.
Until set to status |Done|, |General To Dos| will continue to roll over to each day.
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