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|, then choose |Day View|.
- Expand the |Contact To-Do's| 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-Do's|
that have been marked as
|Done|
using the same process described above.
Completed
|Contact To-Do's|
are located under the
|Done| section.
Note that completed
|Contact To-Do's|
no longer roll over to the next day.
To edit an existing
|Contact To-Do|,
follow the directions below.
- From the |Navigation Bar| calendar dropdown menu, 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-Do's|
that have been marked as
|Done|
using the same process described above.
Completed
|Contact To-Do's|
are located under the
|Done| section.
Note that completed
|Contact To-Do's|
no longer roll over to the next day.
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