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|.
- Expand the |Rolling| section and select the |Contact To Do| you would like to |Edit|.
- Select the |Edit| button.
- Make the desired changes.
- Select the |Save| button to save your changes.
You may edit |Contact To Dos| that have been set to |Done| in the same manner as above. |Contact To Dos| set
to |Done| can be found under
the |Done| section; recall that |Contact To Dos| set to |Done| will no longer roll over to the next day.
To |Edit| an existing |Contact To Do|, follow the directions below.
- From the |Navigation Bar| calendar drop down menu, select |Day|.
- Under the |Rolling| section, select the |Contact To Do| that you would like to |Edit|.
- Select the |Edit| button.
- Make the desired changes.
- Select the |Save| button to save your changes.
You may edit |Contact To Dos| that have been set to |Done| in the same manner as above. |Contact To Dos| set
to |Done| can be found under
the |Done| section; recall that |Contact To Dos| set to |Done| will no longer roll over to the next day.
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