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
Edit a Contact To Do
To edit an existing
|Contact To Do|,
follow the directions below.
- From the |Navigation Bar|, select |Calendar|.
- Select |View| → |Day View|.
- Expand the |Contact To Dos| section.
- Expand the |Rolling| section, then select the |Contact To Do| you want to edit.
- Select the |Edit| button.
- Make the desired changes.
- Select the |Save| button to save your changes.
You can edit
|Contact To Dos|
that have been marked as
|Done|
using the same process described above.
Completed
|Contact To Dos|
are located under the
|Done| section and no longer
roll over to the next day.
To edit an existing
|Contact To Do|,
follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow, then select |Day|.
- Under the |Rolling| section, select the |Contact To Do| you want to edit.
- Select the |Edit| button.
- Make the desired changes.
- Select the |Save| button to save your changes.
You can edit
|Contact To Dos|
that have been marked as
|Done|
using the same process described above.
Completed
|Contact To Dos|
are located under the
|Done| section and no longer
roll over to the next day.
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