Show Paste Options
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.
- From any application, highlight and copy an address block.
- 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.
- Provide some information about your address block by making the appropriate selection from the drop down list.
- Select the |Parse the Contact| button.
- OA Mobile will attempt to parse the contact data to the correct fields.
- if the data has parsed incorrectly, select the |Show Parse Options| to adjust your text block. If the data has parsed correctly, select the |Save| button to save the contact/prospect data to OA Mobile.
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