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
Open Attached Contact
To open a contact that is attached to an appointment in the calendar day view,
follow the directions below.
- From the |Navigation Bar| select |Calendar|.
- Select |View|Day View|.
- Locate the appropriate appointment day.
- Select |Appointments| to expand the group.
- Select the appointment to reveal additional information.
- Select |Contact|.
- The attached contact information will appear.
To open a contact that is attached to an appointment in the calendar day view,
follow the directions below.
- From the |Navigation Bar| select the |Calendar| drop down arrow.
- Select |Day|.
- Locate the appropriate appointment day.
- Select the appointment to expand additional options.
- Select the |Contact| button.
- The attached contact information will appear.
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