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Using Appointments and Calendar


To display your appointments and calendar, return to the Today screen, and click the Appointments icon from the Shortcut bar.

The Calendar screen has two views: List view and Day view. The List view shows your appointments as a continuous list sorted in chronological order and is not limited to just one day's appointments. The Day view resembles a traditional day planner and shows appointments only for the selected day. You can change the selected day by using the left and right arrows on either side of the displayed date.

To view the details of an appointment, select the appointment in either the List or Day view. The details of an appointment include:

  • Appointment name
  • Location
  • Date
  • Start time
  • End time
  • List of participants

If appointment records are deleted from the Siebel industry application outside of Oracle Mobile Sales Assistant, the deleted records continue to be shown until the next time that the data is synchronized.

While viewing an appointment, you can click a participant's name to get more details about the participant, such as phone numbers, address, email address, notes, and so on. For more information on displaying a contact's information, see Accessing Contacts. You can do the following:

  • To make changes to the appointment information, press Menu, then choose Edit.
  • To add an appointment, press Menu, then choose New.
  • To save your changes or new record, press Menu, then choose Save.

When adding or editing an appointment, complete the fields shown in Table 5.

Table 5. Appointment Fields
Field
Method of Entering Data
Description

Subject

Keyboard

This field shows the appointment name that appears in the List and Day views

Type

Menu

The menu choices are synchronized with the Siebel industry application.

Location

Keyboard

This field appears in the List and Day view under the Appointment Name

Date

Date/Time Picker

The start date must be before the end date. For more information, see About Appointment Dates.

Start Time

Menu

The Start time must be before the End time.

End Time

Menu

The End time must be after the Start time.

Participants

Contact List

Each appointment automatically includes you as a participant. For information on adding or deleting participants, see Working with Participants.

Description

Keyboard

A description of the opportunity and anything else of interest.

NOTE:  Oracle Mobile Sales Assistant sends modified appointments to the Siebel industry application when a network connection is available.

To delete an appointment, open the appointment, and press Menu, and then choose Delete.

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