Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarCalendar Day ViewNew AppointmentNew Contact To DoOpen Prospect DetailsSet Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To DoNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
New Contact To Do (Day View)
|Contact To Dos| are used to create a 'To Do' linked to a Contact. Contact To Dos will not typically have a
date
or time set (though the option is available),
and will continue to roll over to the next day until set to |Done|.
Contact To Dos not yet completed will be displayed under the 'For Today' section and are colored red.
Contact To Dos that have been completed,
will display under the 'Done' section and will be colored green. To add a new 'Contact To Do' in the OA
Mobile
calendar, follow the
directions below.
- From the |Navigation Bar| select |Calendar|.
- From |View| select |Day View|.
- From |Contact To Dos| select |Add|.
- Scroll down |Recently Viewed Contacts| to locate the appropriate contact to link to the 'To Do'.
- Select the contact.
- Select the action type.
- Enter the appropriate information for the 'Contact To Do'.
- Scroll down.
- Select the |Save| button.
- Your new 'Contact To Do' will be displayed within the |Contact To Dos| section of the calendar and will be listed as pending 'For Today'.
- A: Shows collapsed |Appointments|.
- B: Shows uncollapsed |Contact To Dos| .
- C: Shows uncollapsed 'For Today' |Contact To Dos|. These are the 'Contact To Dos' that are currently pending, they are displayed in 'red'. These will continue to roll over to the next day so long as they remain pending. Once set to |Done| they will no longer roll over to the next day.
- D: Shows a pending |Contact To Do|, these items are displayed in 'red'. This item will continue to roll over to the next day until set to |Done|.
- E: Shows a |Contact To Do| set to |Done|, these items are displayed in 'green'. This item will no longer roll over to the next day.
If you don't see the correct contact under |Recently Viewed Contact|, use the |Search Contacts| or |Add New
Contact| button.
Pending Contact To Dos are colored red, and those set to |Done| are colored green.
|Contact To Dos| are used to create a 'To Do' linked to a Contact. Contact To Dos will
not
typically have a date
or time set (though the option is available),
and will continue to roll over to the next day until set to |Done|.
Contact To Dos not yet completed will be displayed under the 'For Today' section and are colored red.
Contact To Dos that have been completed,
will display under the 'Done' section and will be colored green. To add a new 'Contact To Do' in the OA
Mobile
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 would like to link to the 'Contact To Do'.
- Select the action type.
- Enter the appropriate information for the 'Contact To Do'.
- Select the |Save| button.
- Your new 'Contact To Do' will be displayed within the |Contact To Dos| and will be listed as pending 'For Today'.
- A: Shows uncollapsed |Contact To Dos| .
- B: Shows uncollapsed 'For Today' |Contact To Dos|. This section will display as "Rolling" once 'Contact To Dos' roll to the next day. These are the Contact To Dos that are currently pending, and are displayed in 'red'. These will continue to roll over to the next day so long as they remain pending. Once set to |Done|, they will no longer roll over to the next day.
- C: Shows a |Contact To Do| that is pending. These are displayed in 'red' and will continue to roll over to the next day until set to |Done|.
- D: Shows uncollapsed |Contact To Dos| set to |Done|.
- E: Shows a |Contact To Do| set to |Done|, these items are displayed in 'green'. This item will no longer roll over to the next day.
If you don't see the correct contact under |Recently Viewed Contacts|, use the |Search Contacts| or |Add New
Contact| button.
Pending 'Contact To Dos' are colored 'red', and those set to |Done| are colored 'green'.
Subtopics
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