Table of Contents

Welcome to OA Mobile Support
Contacts
Add New Contact
Show Paste Options
Deleting a Contact
Searching Contacts
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
Create a New Category
Attaching Files From OneDrive
Attaching SharePoint Files
Search by a Category
Show Deleted Categories
Prospects
⦁Spreadsheet
View Shared Spreadsheets
Spreadsheet Pages
Searching the Spreadsheet
Add To Prospect Spreadsheet
Toggle Prospect Priority
Add Existing Category
Rate Calls
Sort By Options
View Contact Details
Call List (Add/Remove)
Set Prospect Priority
Call Now
Send Email
Send Text Message
Expand All
Move Prospect
Remove Prospect
⦁Call List
View User Call Lists
Filter By Pages
Search Filter
Toggle Priority
Add Category
Prospect Details
Calling a Prospect
Call List Email
Sending a Text
Remove From Call List
⦁Reports
Live Status Report
Phone Call Report
All Activity Report
Leads
Lead Alerts
Email Campaign Reports
Calendar
Calendar Day View
New Appointment
Reschedule Appointment
Mark Appointment Done
Edit Appointment
Delete Appointment
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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