Table of Contents
Welcome to OA Mobile SupportContactsAdd New ContactShow Paste OptionsDeleting a ContactSearching ContactsCreate a New CategoryAttaching Files From OneDriveAttaching SharePoint FilesProspectsLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Add New Contact
To add a new contact to OA Mobile, follow the directions below.
- From the |Navigation Bar|, select |Contacts|.
- Select |Add New Contact|.
- From the |Add Contact| screen, enter the contact's First Name, Last Name, and/or Company Name. OA Mobile will first check to determine whether the contact already exists. If a similar or duplicate contact is found, you will have the option to select and use the existing contact, where you can add or update additional information.
- Select the |Next| button.
- Enter the new contact information. You can also use |Show Paste Options| to automatically parse contact data from your clipboard.
- Select the |Save| button.
- Your new contact information will now be displayed.
To add a new contact to OA Mobile, follow the directions below.
- From the |Navigation Bar|, select |Contacts|.
- Select |Add New Contact|.
- From the |Add Contact| screen, enter the contact's First Name, Last Name, and/or Company Name. OA Mobile will first check to determine whether the contact already exists. If a similar or duplicate contact is found, you will have the option to select and use the existing contact, where you can add or update additional information.
- Select the |Next| button.
- Enter the new contact information. You can also use |Show Paste Options| to automatically parse contact data from your clipboard.
- Select the |Save| button.
- Your new contact information will now be displayed.
© 1991-2026 - Baseline Data Systems, Inc.