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
Show Paste Options
When adding a new contact to OA Mobile, the |Show Paste Options| feature provides a means to
paste text
contact data to a free form field where OA Mobile will parse the data to the correct fields. The |Show
Paste
Options| feature can save considerable time when adding new contact data. To use this feature, follow the
directions
below.
- Copy a text block from any other application, than from the OA Mobile |Navigation| bar select |Contacts|.
- From the |Search for a Contact| screen, select |Add New Contact|.
- Select the |Next| button to skip the duplicate check.
- From the |New Contact| screen, select |Show Paste Options|.
- In the provided blank space, paste the address block text.
- Select the |Parse the Contact| button.
- OA Mobile will parse the contact data to the correct fields.
- Select the |Save| button.
When adding a new contact/prospect into OA Mobile, the |Show Paste Options| feature
provides a means to paste
contact data to a free form field where it can then be parsed to the correct fields in OA Mobile. The |Show
Paste
Options| feature can save considerable time when adding new contact data. To use this feature, follow the
directions
below.
- Copy a text block from any other application, than from the OA Mobile |Navigation| bar select |Contacts|.
- From the |Search for a Contact| screen, select |Add New Contact|.
- Select the |Next| button to skip the duplicate check.
- From the |New Contact| screen, select |Show Paste Options|.
- In the provided blank space, paste the address block text.
- Select the |Parse the Contact| button.
- OA Mobile will parse the contact data to the correct fields.
- Select the |Save| button.
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