Attaching an Appointment or Task to a Contact in OA Mobile

To attach a calendar item(s) from within the OA Mobile phone book, follow the directions below:

  1. Login to OA Mobile
  2. By Default OA Mobile will open the phone book search page. To search for a contact, enter some information about the contact in the first, last and/or company name field(s) then tap the search button.
  3. OA Mobile Search Screen
  4. Tap the desired contact within the search result to view the contact details. From within 'Contact Details', tap the |Link to Recent Appt/Task| button to open and view current calendar items. Select a recent calendar item and tap the |Save| button, or tap |Search for an Item| to find other calendar items to attach to a contact(s).
  5. Attaching Contact to Calendar Item
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