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
Cancel a Contact To Do
To |Cancel| a |Contact To Do|, use the |Cancel [Action]| button where [ ] represents the associated action
e.g. Call, Email, Text, etc.
- From the |Navigation Bar| select |Calendar|.
- Select |View|Day View|.
- Expand the |Contact To Dos|.
- Select the |Contact To Do| you would like to |Cancel|.
- Select the |Cancel [Action]| button where [ ] represents the assoicated action e.g. Call, Email, Text, etc.
- Select the |Yes - Set To Cancel| button again to confirm cancellation.
You can set canceled |Contact To Do's| back to 'Pending' within the Contact's Activity Log.
To |Cancel| a |Contact To Do|, use the |Cancel [Action]| button where [ ] represents the
associated action e.g. Call,
Email, Text, etc.
- From the |Navigation Bar| calendar drop down menu, select |Day|.
- Select the |Contact To Do| you would like to |Cancel|.
- Select the |Cancel [Action]| button where [ ] represents the assoicated action e.g. Call, Email, Text, etc.
- Select the |Yes - Set To Cancel| button again to confirm cancellation.
You can set canceled |Contact To Do's| back to 'Pending' within the Contact's Activity Log.
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