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
Mark Appointment Done (Calendar Day View)
To set an appointment as |Done| within the OA Mobile |Calendar Day View|, follow the directions below.
- From the |Navigation Bar| select |Calendar|.
- Select |View|Day View|.
- Go to the day of the appointment you would like to mark as |Done|.
- Select |Appointments| to expand the group.
- Select the appointment you would like to mark as |Done|, the appointment will expand to reveal additional information.
- Select the |Done| button.
- Select the |Save| button.
- The appointment will change from |Pending| (Colored Red) to |Done| (Colored Green).
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To set an appointment as |Done| within the OA Mobile |Calendar Day View|, follow the
directions below.
- From the |Navigation Bar| select the |Calendar| drop down arrow.
- Select |Day|.
- Go to the day of the appointment you would like to mark as |Done|.
- Select the appointment you would like to mark as |Done|, the appointment will expand to reveal additional information.
- Select the |Done| button.
- Select the |Save| button.
- The appointment will change from |Pending| (Colored Red) to |Done| (Colored Green).
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