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 the contact associated with an appointment in the OA Mobile
|Calendar Day View|,
follow the directions below.
- From the |Navigation Bar|, select |Calendar|.
- Select |View| → |Day View|.
- Navigate to the date containing the appointment.
- Select |Appointments| to expand the section.
- Select the appointment. The appointment will expand to display additional details.
- Select the |Contact| button.
- The associated contact details will be displayed.
To open the contact associated with an appointment in the OA Mobile Desktop
|Calendar Day View|,
follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow.
- Select |Day|.
- Navigate to the date containing the appointment.
- Select the appointment. The appointment will expand to display additional details.
- Select the |Contact| button.
- The associated contact details will be displayed.
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