OA Mobile Guide
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Table of Contents
Welcome to OA Mobile Support
Title Bar
Navigation Bar
Contacts
Prospects
Calendar
Notes
My Account
Admin Console
User Console
Terms & Conditions
Additional Information
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Table of Contents
Welcome to OA Mobile Support
Title Bar
Navigation Bar
Contacts
Attaching Files From OneDrive
Attaching SharePoint Files
Deleting a Contact
Search Contact Methods
Search (A-Z)
Search (Find by Name)
Search the Prospect Spreadsheet
Search My Phone Book
More Options
Show Recent Contacts
Category Search
Any Company Search
Phone Number Search
Email Search
Street Search
Custom Field Search
Search by Location
Search by Create/Edit Date
Most Recent Search
Add New Contact
Show Paste Options
Contact Category Manager
Search by a Category
Show Deleted Categories
New Category
Most Recent Search
Recent Contacts
Prospects
Dashboard
Spreadsheet
Add To Prospect Spreadsheet
View Shared Spreadsheets
Filter by Importance Level
Spreadsheet Search Filters
Active/Inactive Prospect Filter
Filter by Deleted Prospect Log
Sort By Options
Call List
Rate Calls
Reports
Live Status Report
Phone Call Report
User Activity Report
Calendar
Delete an Appointment from the Calendar
Calendar Day View
Make a New Appointment (Calendar Day View)
Create a New Task (Calendar Day View)
Calendar Week Agenda View
Enter a New Appointment (Calendar Week Agenda View)
Create a New Task (Calendar Week Agenda View)
Calendar Week Schedule View
Make a New Appointment (Calendar Week Schedule View)
Calendar Month Agenda View
Make a New Appointment (Calendar Month Agenda View)
Create a New Task (Calendar Monthly Agenda View)
Calendar Day Columns View
Make a New Appointment (Calendar Day Columns View)
New Task (Calendar Day Columns View)
Calendar Week Columns View
New Appointment (Calendar Week Columns View)
Notes
Display all Notes
Make a New Note
Searching QuickNotes
Making a New QuickNote Folder
Adding Notes to a Folder
Bring Up All Notes in a QuickNotes Folder
Delete a QuickNote
Change QuickNote Color
Password Protect a QuickNote
Sharing a QuickNote
My Account
Change My Password
Setup Login Recovery
Enable Third Party Services
Enabling 'Per User' Third Party App Support
Create a New Custom Field
Edit Custom Fields
Locating and Using Custom Fields
Deleting Custom Field Data
Locating Account Administrators
Admin Console
Monthly Subscription
Account Contact
Manage Your Billing Settings from OA Mobile
Account Balance and Statements
User Console
Add User
Active User Sessions
Login Email
Terms & Conditions
End User License Agreement (EULA)
Data Security Policy
Prohibited Content and Use Statement
Privacy Policy
Anti-Spam Policy
Termination Policy
Credit Card Expirations or Declines
Additional Information
Configuring the 'Mailto' Protocol for Gmail in Chrome
Configuring the 'Mailto" command in Windows 10
Installing OA Mobile as a Progressive Web App (PWA)
QuickBooks Integration
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