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
New Contact To Do (Day View)
|Contact To Dos| are action-oriented
tasks linked to a contact. When creating a new
|Contact To Do|, you can select an
action such as setting a next call date, email date, text date,
appointment, or task reminder. Depending on the selected action,
the corresponding action button will be available, such as
|Call Now|,
|Email Now|, or
|Text Now|.
Contact To Dos do not typically require a specific date or time,
although the option is available. Pending Contact To Dos continue
rolling over to the next day until marked
|Done|. Pending Contact To Dos
appear under the
|For Today| section in red.
Completed Contact To Dos appear under the
|Done| section in green.
To add a new
|Contact To Do|
in the OA Mobile Calendar, follow the directions below.
- From the |Navigation Bar|, select |Calendar|.
- Select |View| → |Day View|.
- From |Contact To Dos|, select |Add|.
- Scroll through the |Recently Viewed Contacts| list to locate the contact you want to associate with the |Contact To Do|.
- Select the contact.
- Select the action type.
- Enter the appropriate information for the |Contact To Do|.
- Scroll to the bottom of the page.
- Select the |Save| button.
- The new |Contact To Do| will appear in the |Contact To Dos| section of the calendar and will be listed as pending under |For Today|.
- A: Shows the collapsed |Appointments| section.
- B: Shows the expanded |Contact To Dos| section.
- C: Shows the expanded |For Today| Contact To Dos section. Pending items are displayed in red and continue rolling over daily until marked |Done|.
- D: Shows a pending |Contact To Do|. Pending items are displayed in red and continue rolling over until marked |Done|.
- E: Shows a |Contact To Do| marked as |Done|. Completed items are displayed in green and no longer roll over.
|Contact To Dos| are
action-oriented tasks linked to a contact. Pending Contact To Dos
appear under the
|For Today| section in red and
continue rolling over to the next day until marked
|Done|. Completed Contact To Dos
appear under the
|Done| section in green and no
longer roll over.
To add a new
|Contact To Do|
in the OA Mobile Desktop Calendar, follow the directions below.
- From the |Calendar| drop-down menu, select |Day|.
- From |Contact To Dos|, select |Add To Do|.
- Select the contact you want to associate with the |Contact To Do|.
- Select the action type.
- Enter the appropriate information for the |Contact To Do|.
- Select the |Save| button.
- The new |Contact To Do| will appear in the |Contact To Dos| section and will be listed as pending under |For Today|.
- A: Shows the expanded |Contact To Dos| section.
- B: Displays pending |For Today| Contact To Dos in red. These items continue rolling over daily until marked |Done|.
- C: Displays a pending |Contact To Do| in red. Pending items continue rolling over until marked |Done|.
- D: Shows the expanded |Done| Contact To Dos section.
- E: Displays a |Contact To Do| marked as |Done| in green. Completed items no longer roll over.
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